Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,821 | $65,083-57.3% | $143,788-80.7% | $66,930-58.4% |
| Participation rate | 71.9% | 65.2%+6.7pp | 80.3%-8.4pp | 69.8%+2.1pp |
| Annual return | -17.32% | -11.13%-6.2pp | -0.03%-17.3pp | 1.57%-18.9pp |
| Employer contribution / active EE | $1,295 | $2,361-45.2% | $4,952-73.9% | $2,545-49.1% |
| Participant deferral / active EE | $2,967 | $2,920+1.6% | $5,638-47.4% | $4,238-30.0% |
| Admin fee / account holder | $3 | $502-99.5% | $14,675-100.0% | $593-99.6% |