Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,015 | $45,312-44.8% | $86,233-71.0% | $67,986-63.2% |
| Participation rate | 91.5% | 42.4%+49.1pp | 69.0%+22.5pp | 57.2%+34.3pp |
| Annual return | 18.34% | 24.79%-6.4pp | 61.39%-43.0pp | 31.67%-13.3pp |
| Employer contribution / active EE | $1,339 | $1,160+15.5% | $2,504-46.5% | $2,019-33.6% |
| Participant deferral / active EE | $2,469 | $2,185+13.0% | $4,559-45.8% | $3,358-26.5% |
| Admin fee / account holder | $30 | $3,295-99.1% | $8,342-99.6% | $3,203-99.1% |