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 | $121,407 | $79,151+53.4% | $60,906+99.3% | $64,819+87.3% |
| Participation rate | 98.6% | 77.7%+20.8pp | 73.1%+25.5pp | 71.5%+27.1pp |
| Annual return | -9.21% | -7.12%-2.1pp | 16.94%-26.1pp | 32.84%-42.1pp |
| Employer contribution / active EE | $4,493 | $3,052+47.2% | $2,703+66.2% | $2,507+79.2% |
| Participant deferral / active EE | $6,166 | $3,727+65.4% | $3,814+61.7% | $4,311+43.0% |
| Admin fee / account holder | $114 | $106+7.4% | $3,227-96.5% | $188-39.5% |