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 | $70,137 | $63,905+9.8% | $74,184-5.5% | $57,658+21.6% |
| Participation rate | 99.4% | 79.8%+19.7pp | 76.6%+22.8pp | 70.2%+29.2pp |
| Annual return | 12.09% | 60.60%-48.5pp | 17.74%-5.6pp | 5.13%+7.0pp |
| Employer contribution / active EE | $938 | $1,840-49.0% | $2,370-60.4% | $1,974-52.5% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $8 | $91-91.4% | $5,586-99.9% | $95-91.7% |