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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,830 | $47,766+2.2% | $82,744-41.0% | $64,819-24.7% |
| Participation rate | 84.2% | 67.7%+16.5pp | 72.6%+11.6pp | 71.5%+12.7pp |
| Annual return | -9.33% | -13.06%+3.7pp | 702.22%-711.6pp | 32.84%-42.2pp |
| Employer contribution / active EE | $3,531 | $2,182+61.8% | $3,008+17.4% | $2,507+40.8% |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,395-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $143-100.0% | $5,325-100.0% | $188-100.0% |