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 | $52,381 | $65,582-20.1% | $64,101-18.3% | $71,511-26.8% |
| Participation rate | 99.4% | 73.2%+26.2pp | 72.3%+27.0pp | 67.9%+31.4pp |
| Annual return | 13.51% | 18.96%-5.5pp | 33.72%-20.2pp | 28.86%-15.3pp |
| Employer contribution / active EE | $1,290 | $2,671-51.7% | $2,749-53.1% | $2,589-50.2% |
| Participant deferral / active EE | $1,319 | $3,628-63.6% | $3,881-66.0% | $4,291-69.3% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |