Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $85,778 | $60,989+40.6% | $60,919+40.8% | $66,949+28.1% |
| Participation rate | 89.8% | 74.5%+15.4pp | 73.1%+16.7pp | 69.8%+20.0pp |
| Annual return | -9.58% | -9.60%0pp | 16.96%-26.5pp | 1.57%-11.2pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,704-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,966 | $3,615-45.6% | $3,814-48.5% | $4,239-53.6% |
| Admin fee / account holder | $40 | $338-88.1% | $3,228-98.8% | $594-93.2% |