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 | $42,780 | $86,897-50.8% | $151,645-71.8% | $64,824-34.0% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.5%+11.8pp | 71.5%+27.8pp |
| Annual return | 20.65% | -3.57%+24.2pp | 3.34%+17.3pp | 32.84%-12.2pp |
| Employer contribution / active EE | $3,207 | $4,010-20.0% | $6,165-48.0% | $2,507+27.9% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $153-99.9% | $11,614-100.0% | $188-99.9% |