Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $49,797 | $83,023-40.0% | $102,437-51.4% | $77,762-36.0% |
| Participation rate | 99.8% | 71.5%+28.2pp | 74.5%+25.3pp | 70.6%+29.2pp |
| Annual return | 15.61% | 19.12%-3.5pp | 24.95%-9.3pp | 31.27%-15.7pp |
| Employer contribution / active EE | $3,111 | $3,552-12.4% | $3,871-19.6% | $2,728+14.0% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $18 | $639-97.2% | $8,388-99.8% | $433-95.9% |