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 | $59,530 | $42,917+38.7% | $60,899-2.2% | $68,495-13.1% |
| Participation rate | 93.3% | 66.8%+26.6pp | 73.1%+20.2pp | 67.9%+25.4pp |
| Annual return | -13.41% | -13.99%+0.6pp | 16.92%-30.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $4,768 | $1,979+141.0% | $2,702+76.4% | $2,596+83.6% |
| Participant deferral / active EE | $4,415 | $2,867+54.0% | $3,817+15.7% | $4,028+9.6% |
| Admin fee / account holder | $20 | $3,102-99.3% | $3,225-99.4% | $5,403-99.6% |