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 | $40,954 | $102,661-60.1% | $151,645-73.0% | $66,949-38.8% |
| Participation rate | 98.7% | 85.5%+13.2pp | 87.5%+11.2pp | 69.8%+28.9pp |
| Annual return | -7.20% | -10.81%+3.6pp | 3.34%-10.5pp | 1.57%-8.8pp |
| Employer contribution / active EE | $2,623 | $4,184-37.3% | $6,165-57.5% | $2,545+3.0% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,614-100.0% | $594-100.0% |