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 | $27,972 | $64,909-56.9% | $82,312-66.0% | $62,293-55.1% |
| Participation rate | 99.5% | 74.9%+24.6pp | 76.9%+22.6pp | 69.5%+30.0pp |
| Annual return | 18.70% | 21.18%-2.5pp | 25.88%-7.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $724 | $1,676-56.8% | $2,428-70.2% | $2,042-64.6% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |