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 | $180,958 | $64,176+182.0% | $112,263+61.2% | $66,949+170.3% |
| Participation rate | 91.3% | 68.4%+22.9pp | 75.1%+16.2pp | 69.8%+21.5pp |
| Annual return | -0.14% | -13.80%+13.7pp | 27.49%-27.6pp | 1.57%-1.7pp |
| Employer contribution / active EE | $3,655 | $3,007+21.5% | $3,636+0.5% | $2,545+43.6% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $3 | $626-99.5% | $6,410-100.0% | $594-99.5% |