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 | $110,972 | $106,110+4.6% | $147,005-24.5% | $77,671+42.9% |
| Participation rate | 99.5% | 78.4%+21.1pp | 82.2%+17.3pp | 70.6%+28.9pp |
| Annual return | 27.37% | 56.77%-29.4pp | 418.76%-391.4pp | 31.21%-3.8pp |
| Employer contribution / active EE | $1,576 | $4,065-61.2% | $4,934-68.1% | $2,726-42.2% |
| Participant deferral / active EE | $5 | $7,992-99.9% | $8,070-99.9% | $4,648-99.9% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |