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 | $82,110 | $60,989+34.6% | $60,919+34.8% | $66,949+22.6% |
| Participation rate | 94.3% | 74.5%+19.9pp | 73.1%+21.2pp | 69.8%+24.5pp |
| Annual return | -11.69% | -9.60%-2.1pp | 16.96%-28.7pp | 1.57%-13.3pp |
| Employer contribution / active EE | $1,854 | $2,661-30.3% | $2,704-31.4% | $2,545-27.2% |
| Participant deferral / active EE | $1,987 | $3,615-45.0% | $3,814-47.9% | $4,239-53.1% |
| Admin fee / account holder | $0 | $338-100.0% | $3,228-100.0% | $594-100.0% |