Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $66,375 | $64,138+3.5% | $112,258-40.9% | $66,930-0.8% |
| Participation rate | 99.4% | 68.5%+31.0pp | 75.1%+24.4pp | 69.8%+29.6pp |
| Annual return | 26.10% | -13.81%+39.9pp | 27.47%-1.4pp | 1.57%+24.5pp |
| Employer contribution / active EE | $3,291 | $3,006+9.5% | $3,636-9.5% | $2,545+29.3% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,411-100.0% | $593-100.0% |