Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $144,154 | $59,191+143.5% | $76,767+87.8% | $56,289+156.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 6.42% | 6.62%-0.2pp | 2.43%+4.0pp | -9.96%+16.4pp |
| Employer contribution / active EE | $3,914 | $1,759+122.5% | $2,485+57.5% | $2,111+85.4% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $45 | $489-90.9% | $6,675-99.3% | $521-91.4% |