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 | $65,629 | $81,358-19.3% | $155,556-57.8% | $80,959-18.9% |
| Participation rate | 87.5% | 66.3%+21.2pp | 78.2%+9.3pp | 67.7%+19.8pp |
| Annual return | 11.26% | 33.39%-22.1pp | 64.84%-53.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $3,302 | $3,106+6.3% | $4,675-29.4% | $2,757+19.8% |
| Participant deferral / active EE | $3,095 | $3,455-10.4% | $5,631-45.0% | $4,300-28.0% |
| Admin fee / account holder | $5 | $7,994-99.9% | $15,885-100.0% | $6,925-99.9% |