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 | $30,658 | $45,872-33.2% | $77,081-60.2% | $68,495-55.2% |
| Participation rate | 89.6% | 55.9%+33.7pp | 67.9%+21.7pp | 67.9%+21.7pp |
| Annual return | -16.52% | 1.73%-18.2pp | 42.33%-58.8pp | -7.84%-8.7pp |
| Employer contribution / active EE | $4,564 | $1,650+176.7% | $2,813+62.2% | $2,596+75.8% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,428-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,427-100.0% | $5,403-100.0% |