Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,207 | $46,332-52.1% | $143,797-84.6% | $64,824-65.7% |
| Participation rate | 97.2% | 64.2%+33.0pp | 80.3%+16.9pp | 71.5%+25.8pp |
| Annual return | 29.48% | -10.05%+39.5pp | -0.04%+29.5pp | 32.84%-3.4pp |
| Employer contribution / active EE | $2,712 | $1,911+41.9% | $4,952-45.2% | $2,507+8.2% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $14,679-100.0% | $188-100.0% |