Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $75,640 | $65,557+15.4% | $105,738-28.5% | $56,287+34.4% |
| Participation rate | 98.9% | 63.4%+35.5pp | 76.3%+22.6pp | 69.9%+29.1pp |
| Annual return | 2.02% | -1.32%+3.3pp | 6.27%-4.3pp | -9.96%+12.0pp |
| Employer contribution / active EE | $2,406 | $1,788+34.6% | $3,268-26.4% | $2,111+14.0% |
| Participant deferral / active EE | $0 | $2,418-100.0% | $4,080-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $6,913-100.0% | $521-100.0% |