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 | $32,417 | $45,000-28.0% | $143,797-77.5% | $77,906-58.4% |
| Participation rate | 79.0% | 66.8%+12.2pp | 80.3%-1.3pp | 73.7%+5.3pp |
| Annual return | 2.20% | 29.03%-26.8pp | -0.04%+2.2pp | 12.16%-10.0pp |
| Employer contribution / active EE | $1,066 | $1,870-43.0% | $4,952-78.5% | $2,846-62.6% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,638-100.0% | $4,805-100.0% |
| Admin fee / account holder | $122 | $98+23.6% | $14,679-99.2% | $133-8.2% |