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 | $45,084 | $102,661-56.1% | $151,645-70.3% | $66,949-32.7% |
| Participation rate | 98.8% | 85.5%+13.2pp | 87.5%+11.3pp | 69.8%+29.0pp |
| Annual return | 4.52% | -10.81%+15.3pp | 3.34%+1.2pp | 1.57%+3.0pp |
| Employer contribution / active EE | $2,270 | $4,184-45.7% | $6,165-63.2% | $2,545-10.8% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,614-100.0% | $594-100.0% |