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 | $92,398 | $81,537+13.3% | $149,721-38.3% | $69,631+32.7% |
| Participation rate | 98.8% | 86.1%+12.6pp | 87.1%+11.7pp | 70.7%+28.1pp |
| Annual return | 18.70% | 22.79%-4.1pp | 1501.67%-1483.0pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $2,864 | $3,239-11.6% | $5,444-47.4% | $2,032+40.9% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-99.7% | $11,282-100.0% | $110-99.7% |