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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,519 | $74,089-52.1% | $133,975-73.5% | $55,167-35.6% |
| Participation rate | 98.9% | 84.3%+14.6pp | 87.1%+11.9pp | 69.0%+29.9pp |
| Annual return | 15.46% | 12.11%+3.3pp | 29.29%-13.8pp | 169.23%-153.8pp |
| Employer contribution / active EE | $6,239 | $3,064+103.7% | $5,211+19.7% | $1,963+217.9% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |