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 | $100,195 | $50,947+96.7% | $74,551+34.4% | $64,173+56.1% |
| Participation rate | 96.9% | 61.1%+35.9pp | 69.1%+27.8pp | 69.6%+27.4pp |
| Annual return | 62.62% | -1.85%+64.5pp | 32.53%+30.1pp | 7.63%+55.0pp |
| Employer contribution / active EE | $3,104 | $1,115+178.3% | $1,961+58.3% | $2,381+30.4% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |