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 | $34,410 | $50,860-32.3% | $155,574-77.9% | $77,714-55.7% |
| Participation rate | 95.2% | 63.1%+32.1pp | 78.2%+17.0pp | 70.6%+24.6pp |
| Annual return | 13.57% | 34.86%-21.3pp | 64.87%-51.3pp | 31.26%-17.7pp |
| Employer contribution / active EE | $1,688 | $1,991-15.2% | $4,676-63.9% | $2,727-38.1% |
| Participant deferral / active EE | $1,282 | $2,825-54.6% | $5,629-77.2% | $4,649-72.4% |
| Admin fee / account holder | $5 | $436-98.8% | $15,914-100.0% | $433-98.7% |