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 | $51,501 | $60,989-15.6% | $60,919-15.5% | $66,949-23.1% |
| Participation rate | 89.7% | 74.5%+15.3pp | 73.1%+16.6pp | 69.8%+19.9pp |
| Annual return | -12.05% | -9.60%-2.4pp | 16.96%-29.0pp | 1.57%-13.6pp |
| Employer contribution / active EE | $2,326 | $2,661-12.6% | $2,704-14.0% | $2,545-8.6% |
| Participant deferral / active EE | $2,080 | $3,615-42.4% | $3,814-45.5% | $4,239-50.9% |
| Admin fee / account holder | $0 | $338-100.0% | $3,228-100.0% | $594-100.0% |