Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,718 | $37,418-66.0% | $77,100-83.5% | $77,906-83.7% |
| Participation rate | 98.9% | 46.9%+52.0pp | 67.9%+31.0pp | 73.7%+25.2pp |
| Annual return | 7.81% | -7.13%+14.9pp | 42.35%-34.5pp | 12.16%-4.3pp |
| Employer contribution / active EE | $1,061 | $1,200-11.6% | $2,815-62.3% | $2,846-62.7% |
| Participant deferral / active EE | $0 | $2,572-100.0% | $4,430-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $126-100.0% | $5,443-100.0% | $133-100.0% |