Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $71,345 | $86,692-17.7% | $119,634-40.4% | $66,949+6.6% |
| Participation rate | 90.2% | 75.6%+14.6pp | 79.3%+10.9pp | 69.8%+20.4pp |
| Annual return | 16.48% | -8.00%+24.5pp | -14.98%+31.5pp | 1.57%+14.9pp |
| Employer contribution / active EE | $5,406 | $2,536+113.2% | $4,232+27.7% | $2,545+112.4% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,329-100.0% | $594-100.0% |