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 | $25,602 | $50,860-49.7% | $155,574-83.5% | $77,714-67.1% |
| Participation rate | 86.8% | 63.1%+23.7pp | 78.2%+8.6pp | 70.6%+16.3pp |
| Annual return | 16.48% | 34.86%-18.4pp | 64.87%-48.4pp | 31.26%-14.8pp |
| Employer contribution / active EE | $1,445 | $1,991-27.4% | $4,676-69.1% | $2,727-47.0% |
| Participant deferral / active EE | $3,019 | $2,825+6.9% | $5,629-46.4% | $4,649-35.1% |
| Admin fee / account holder | $45 | $436-89.7% | $15,914-99.7% | $433-89.6% |