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 | $76,693 | $82,188-6.7% | $125,391-38.8% | $64,824+18.3% |
| Participation rate | 96.7% | 77.9%+18.8pp | 82.4%+14.3pp | 71.5%+25.2pp |
| Annual return | -10.15% | 3.50%-13.7pp | 572.41%-582.6pp | 32.84%-43.0pp |
| Employer contribution / active EE | $3,522 | $3,617-2.6% | $4,816-26.9% | $2,507+40.5% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |