Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $40,019 | $102,661-61.0% | $151,645-73.6% | $66,949-40.2% |
| Participation rate | 91.2% | 85.5%+5.7pp | 87.5%+3.7pp | 69.8%+21.4pp |
| Annual return | 0.00% | -10.81%+10.8pp | 3.34%-3.3pp | 1.57%-1.6pp |
| Employer contribution / active EE | $3,658 | $4,184-12.6% | $6,165-40.7% | $2,545+43.7% |
| 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% |