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 | $36,960 | $46,297-20.2% | $71,671-48.4% | $62,293-40.7% |
| Participation rate | 88.9% | 60.6%+28.3pp | 68.7%+20.1pp | 69.5%+19.4pp |
| Annual return | 19.23% | 22.32%-3.1pp | 20.65%-1.4pp | 28.90%-9.7pp |
| Employer contribution / active EE | $654 | $1,412-53.7% | $2,460-73.4% | $2,042-68.0% |
| Participant deferral / active EE | $2,409 | $2,235+7.8% | $3,438-29.9% | $3,169-24.0% |
| Admin fee / account holder | $16 | $461-96.5% | $5,558-99.7% | $479-96.6% |