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 | $39,230 | $102,661-61.8% | $151,639-74.1% | $66,938-41.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -9.81% | -10.81%+1.0pp | 3.34%-13.1pp | 1.58%-11.4pp |
| Employer contribution / active EE | $2,451 | $4,184-41.4% | $6,165-60.2% | $2,545-3.7% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,613-100.0% | $594-100.0% |