Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,609 | $62,267+101.7% | $110,243+13.9% | $55,725+125.4% |
| Participation rate | 99.7% | 78.1%+21.6pp | 79.8%+19.9pp | 70.9%+28.9pp |
| Annual return | 3.00% | -1.07%+4.1pp | 314.76%-311.8pp | 244.93%-241.9pp |
| Employer contribution / active EE | $7,875 | $1,941+305.6% | $3,827+105.8% | $2,078+278.9% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $8,548-100.0% | $115-100.0% |