Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $65,122 | $79,438-18.0% | $106,555-38.9% | $79,391-18.0% |
| Participation rate | 98.5% | 74.2%+24.4pp | 76.1%+22.4pp | 70.7%+27.8pp |
| Annual return | 0.00% | 18.27%-18.3pp | 26.80%-26.8pp | 116.88%-116.9pp |
| Employer contribution / active EE | $13,592 | $2,235+508.2% | $2,819+382.1% | $2,428+459.9% |
| Participant deferral / active EE | $0 | $3,824-100.0% | $4,399-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,408-100.0% | $627-100.0% |