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 | $45,293 | $57,752-21.6% | $112,273-59.7% | $71,511-36.7% |
| Participation rate | 75.4% | 58.8%+16.5pp | 72.4%+2.9pp | 67.9%+7.4pp |
| Annual return | 20.27% | 18.25%+2.0pp | 30.23%-10.0pp | 28.86%-8.6pp |
| Employer contribution / active EE | $2,806 | $1,912+46.7% | $3,431-18.2% | $2,589+8.4% |
| Participant deferral / active EE | $3,948 | $2,860+38.0% | $4,800-17.7% | $4,291-8.0% |
| Admin fee / account holder | $43 | $1,586-97.3% | $7,752-99.4% | $1,588-97.3% |