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 | $70,750 | $42,910+64.9% | $60,919+16.1% | $68,490+3.3% |
| Participation rate | 89.3% | 66.8%+22.6pp | 73.1%+16.2pp | 67.9%+21.4pp |
| Annual return | -8.51% | -13.99%+5.5pp | 16.96%-25.5pp | -7.85%-0.7pp |
| Employer contribution / active EE | $1,915 | $1,978-3.2% | $2,704-29.2% | $2,597-26.3% |
| Participant deferral / active EE | $3,398 | $2,866+18.6% | $3,814-10.9% | $4,028-15.6% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |