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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,612 | $65,453-44.1% | $86,698-57.8% | $66,938-45.3% |
| Participation rate | 99.5% | 75.5%+24.1pp | 76.6%+22.9pp | 69.8%+29.7pp |
| Annual return | 15.38% | -10.89%+26.3pp | 35.95%-20.6pp | 1.58%+13.8pp |
| Employer contribution / active EE | $5,399 | $2,154+150.7% | $2,837+90.3% | $2,545+112.1% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $594-100.0% |