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.
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 | $107,164 | $55,449+93.3% | $83,831+27.8% | $56,289+90.4% |
| Participation rate | 96.9% | 68.0%+28.9pp | 76.1%+20.8pp | 69.9%+27.1pp |
| Annual return | 20.66% | -1.38%+22.0pp | 850.99%-830.3pp | -9.96%+30.6pp |
| Employer contribution / active EE | $14,758 | $2,430+507.2% | $3,631+306.4% | $2,111+599.0% |
| 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% |