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 | $71,499 | $91,559-21.9% | $133,959-46.6% | $79,858-10.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 18.59% | 61.85%-43.3pp | 45.09%-26.5pp | 31.72%-13.1pp |
| Employer contribution / active EE | $1,967 | $2,384-17.5% | $3,919-49.8% | $2,471-20.4% |
| Participant deferral / active EE | $3,427 | $3,734-8.2% | $5,047-32.1% | $3,740-8.4% |
| Admin fee / account holder | $5 | $6,321-99.9% | $8,928-99.9% | $5,306-99.9% |