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 | $59,691 | $73,102-18.3% | $123,553-51.7% | $56,289+6.0% |
| Participation rate | 99.0% | 74.3%+24.7pp | 82.3%+16.7pp | 69.9%+29.2pp |
| Annual return | 4.47% | 3.01%+1.5pp | 119.21%-114.7pp | -9.96%+14.4pp |
| Employer contribution / active EE | $2,500 | $2,977-16.0% | $4,628-46.0% | $2,111+18.4% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |