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 | $58,108 | $65,437-11.2% | $86,698-33.0% | $66,949-13.2% |
| Participation rate | 83.2% | 75.5%+7.8pp | 76.6%+6.6pp | 69.8%+13.4pp |
| Annual return | -15.18% | -10.91%-4.3pp | 35.96%-51.1pp | 1.57%-16.7pp |
| Employer contribution / active EE | $1,995 | $2,154-7.4% | $2,837-29.7% | $2,545-21.6% |
| Participant deferral / active EE | $3,454 | $4,102-15.8% | $4,656-25.8% | $4,239-18.5% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |