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 | $35,828 | $37,463-4.4% | $77,100-53.5% | $66,949-46.5% |
| Participation rate | 75.8% | 52.9%+22.8pp | 67.9%+7.8pp | 69.8%+5.9pp |
| Annual return | -13.96% | -3.25%-10.7pp | 42.35%-56.3pp | 1.57%-15.5pp |
| Employer contribution / active EE | $1,408 | $1,535-8.3% | $2,815-50.0% | $2,545-44.7% |
| Participant deferral / active EE | $3,141 | $2,621+19.8% | $4,430-29.1% | $4,239-25.9% |
| Admin fee / account holder | $0 | $568-100.0% | $5,443-100.0% | $594-100.0% |