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 | $44,926 | $65,582-31.5% | $64,101-29.9% | $71,511-37.2% |
| Participation rate | 93.2% | 73.2%+20.1pp | 72.3%+20.9pp | 67.9%+25.3pp |
| Annual return | 12.89% | 18.96%-6.1pp | 33.72%-20.8pp | 28.86%-16.0pp |
| Employer contribution / active EE | $2,047 | $2,671-23.4% | $2,749-25.5% | $2,589-20.9% |
| Participant deferral / active EE | $2,042 | $3,628-43.7% | $3,881-47.4% | $4,291-52.4% |
| Admin fee / account holder | $34 | $616-94.5% | $3,070-98.9% | $1,588-97.9% |