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 | $43,744 | $64,176-31.8% | $112,249-61.0% | $66,938-34.7% |
| Participation rate | 99.1% | 68.4%+30.7pp | 75.1%+24.1pp | 69.8%+29.3pp |
| Annual return | 9.22% | -13.80%+23.0pp | 27.48%-18.3pp | 1.58%+7.6pp |
| Employer contribution / active EE | $9,410 | $3,007+213.0% | $3,636+158.8% | $2,545+269.7% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,412-100.0% | $594-100.0% |