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 | $76,601 | $76,107+0.6% | $96,576-20.7% | $71,495+7.1% |
| Participation rate | 98.7% | 74.4%+24.3pp | 76.0%+22.7pp | 67.9%+30.8pp |
| Annual return | 16.74% | 22.81%-6.1pp | 25.87%-9.1pp | 28.85%-12.1pp |
| Employer contribution / active EE | $9,894 | $2,247+340.2% | $2,965+233.7% | $2,589+282.1% |
| Participant deferral / active EE | $0 | $4,218-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,253-100.0% | $1,588-100.0% |