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 | $55,227 | $76,696-28.0% | $96,515-42.8% | $71,511-22.8% |
| Participation rate | 81.4% | 66.6%+14.8pp | 74.3%+7.0pp | 67.9%+13.4pp |
| Annual return | 20.17% | 48.32%-28.1pp | 35.73%-15.6pp | 28.86%-8.7pp |
| Employer contribution / active EE | $1,010 | $3,032-66.7% | $3,740-73.0% | $2,589-61.0% |
| Participant deferral / active EE | $5,876 | $3,770+55.8% | $4,880+20.4% | $4,291+36.9% |
| Admin fee / account holder | $236 | $2,030-88.4% | $6,735-96.5% | $1,588-85.1% |