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 | $60,530 | $82,972-27.0% | $103,374-41.4% | $77,671-22.1% |
| Participation rate | 99.1% | 71.5%+27.6pp | 74.5%+24.6pp | 70.6%+28.6pp |
| Annual return | 12.50% | 19.14%-6.6pp | 24.89%-12.4pp | 31.21%-18.7pp |
| Employer contribution / active EE | $11,968 | $3,554+236.7% | $3,869+209.3% | $2,726+339.0% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $1 | $639-99.9% | $8,394-100.0% | $430-99.8% |