Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $67,760 | $129,159-47.5% | $184,243-63.2% | $77,714-12.8% |
| Participation rate | 75.9% | 87.4%-11.5pp | 86.8%-10.9pp | 70.6%+5.3pp |
| Annual return | 15.80% | 33.22%-17.4pp | 28.82%-13.0pp | 31.26%-15.5pp |
| Employer contribution / active EE | $3,472 | $4,410-21.3% | $6,427-46.0% | $2,727+27.3% |
| Participant deferral / active EE | $5,679 | $7,305-22.3% | $9,132-37.8% | $4,649+22.2% |
| Admin fee / account holder | $12 | $256-95.3% | $13,914-99.9% | $433-97.2% |