Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,818 | $51,092-31.9% | $76,735-54.6% | $79,634-56.3% |
| Participation rate | 83.4% | 50.2%+33.2pp | 69.5%+13.9pp | 62.5%+20.9pp |
| Annual return | 28.72% | 18.04%+10.7pp | 29.77%-1.0pp | 36.46%-7.7pp |
| Employer contribution / active EE | $2,956 | $1,519+94.6% | $2,454+20.4% | $2,529+16.9% |
| Participant deferral / active EE | $0 | $2,529-100.0% | $4,088-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $1,865-100.0% | $7,189-100.0% | $1,002-100.0% |