Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $228,761 | $72,620+215.0% | $90,760+152.0% | $66,938+241.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | 3.41% | -12.28%+15.7pp | -12.16%+15.6pp | 1.58%+1.8pp |
| Employer contribution / active EE | $1,164 | $2,369-50.9% | $2,922-60.2% | $2,545-54.3% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,238-100.0% |
| Admin fee / account holder | $2 | $707-99.6% | $8,444-100.0% | $594-99.6% |