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 | $63,300 | $60,989+3.8% | $60,919+3.9% | $66,949-5.4% |
| Participation rate | 91.8% | 74.5%+17.4pp | 73.1%+18.7pp | 69.8%+22.0pp |
| Annual return | -11.56% | -9.60%-2.0pp | 16.96%-28.5pp | 1.57%-13.1pp |
| Employer contribution / active EE | $1,333 | $2,661-49.9% | $2,704-50.7% | $2,545-47.6% |
| Participant deferral / active EE | $2,530 | $3,615-30.0% | $3,814-33.7% | $4,239-40.3% |
| Admin fee / account holder | $125 | $338-63.0% | $3,228-96.1% | $594-78.9% |