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 | $22,963 | $55,449-58.6% | $83,831-72.6% | $56,289-59.2% |
| Participation rate | 99.2% | 68.0%+31.2pp | 76.1%+23.0pp | 69.9%+29.3pp |
| Annual return | -4.14% | -1.38%-2.8pp | 850.99%-855.1pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,946 | $2,430-19.9% | $3,631-46.4% | $2,111-7.8% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |