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 | $43,862 | $65,437-33.0% | $86,698-49.4% | $66,949-34.5% |
| Participation rate | 88.2% | 75.5%+12.7pp | 76.6%+11.6pp | 69.8%+18.3pp |
| Annual return | -11.99% | -10.91%-1.1pp | 35.96%-48.0pp | 1.57%-13.6pp |
| Employer contribution / active EE | $3,487 | $2,154+61.9% | $2,837+22.9% | $2,545+37.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-99.9% | $7,492-100.0% | $594-99.9% |