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 | $31,518 | $58,099-45.8% | $76,902-59.0% | $75,177-58.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 16.57% | 26.71%-10.1pp | 37.91%-21.3pp | 160.75%-144.2pp |
| Employer contribution / active EE | $1,818 | $1,996-8.9% | $2,534-28.2% | $2,671-31.9% |
| Participant deferral / active EE | $6,281 | $2,999+109.4% | $3,833+63.9% | $4,126+52.2% |
| Admin fee / account holder | $20 | $4,778-99.6% | $5,479-99.6% | $5,651-99.7% |