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 | $61,361 | $71,142-13.7% | $119,634-48.7% | $64,824-5.3% |
| Participation rate | 91.4% | 78.6%+12.8pp | 79.3%+12.1pp | 71.5%+19.9pp |
| Annual return | 24.94% | -10.01%+34.9pp | -14.98%+39.9pp | 32.84%-7.9pp |
| Employer contribution / active EE | $3,302 | $2,497+32.2% | $4,232-22.0% | $2,507+31.7% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,329-100.0% | $188-100.0% |