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 | $58,193 | $86,938-33.1% | $102,423-43.2% | $80,925-28.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.83% | 18.89%-5.1pp | 29.42%-15.6pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,148 | $2,369-51.5% | $3,023-62.0% | $2,756-58.3% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,053-100.0% | $9,455-100.0% | $6,940-100.0% |