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 | $68,682 | $75,760-9.3% | $123,105-44.2% | $59,188+16.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | 0.23% | 2.93%-2.7pp | 13.22%-13.0pp | 5.51%-5.3pp |
| Employer contribution / active EE | $10,738 | $3,415+214.4% | $5,151+108.5% | $2,098+411.8% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $61-100.0% | $9,014-100.0% | $92-100.0% |