Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $160,787 | $65,582+145.2% | $64,101+150.8% | $71,511+124.8% |
| Participation rate | 96.2% | 73.2%+23.0pp | 72.3%+23.9pp | 67.9%+28.2pp |
| Annual return | 13.08% | 18.96%-5.9pp | 33.72%-20.6pp | 28.86%-15.8pp |
| Employer contribution / active EE | $4,138 | $2,671+55.0% | $2,749+50.6% | $2,589+59.8% |
| Participant deferral / active EE | $7,645 | $3,628+110.7% | $3,881+97.0% | $4,291+78.2% |
| Admin fee / account holder | $76 | $616-87.6% | $3,070-97.5% | $1,588-95.2% |