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 | $100,766 | $107,218-6.0% | $115,768-13.0% | $79,634+26.5% |
| Participation rate | 90.4% | 76.8%+13.6pp | 74.4%+16.1pp | 62.5%+28.0pp |
| Annual return | 14.27% | 15.41%-1.1pp | 100.46%-86.2pp | 36.46%-22.2pp |
| Employer contribution / active EE | $3,191 | $3,627-12.0% | $2,940+8.6% | $2,529+26.2% |
| Participant deferral / active EE | $4,935 | $5,091-3.1% | $4,917+0.4% | $3,835+28.7% |
| Admin fee / account holder | $122 | $576-78.8% | $12,439-99.0% | $1,002-87.8% |