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 | $42,380 | $75,183-43.6% | $123,894-65.8% | $55,167-23.2% |
| Participation rate | 95.8% | 72.8%+23.0pp | 81.4%+14.4pp | 69.0%+26.8pp |
| Annual return | 13.12% | 19.01%-5.9pp | 47.52%-34.4pp | 169.23%-156.1pp |
| Employer contribution / active EE | $5,551 | $2,823+96.6% | $4,617+20.2% | $1,963+182.9% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $97 | $663-85.3% | $8,357-98.8% | $504-80.7% |