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.
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 | $113,979 | $206,359-44.8% | $123,553-7.7% | - |
| Participation rate | 99.0% | 72.1%+26.9pp | 82.3%+16.7pp | - |
| Annual return | 13.21% | -5.77%+19.0pp | 119.21%-106.0pp | - |
| Employer contribution / active EE | $5,177 | $2,538+104.0% | $4,628+11.9% | - |
| Participant deferral / active EE | $0 | $5,785-100.0% | $6,426-100.0% | - |
| Admin fee / account holder | $0 | $21,386-100.0% | $9,284-100.0% | - |