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 | $58,330 | $89,652-34.9% | $141,197-58.7% | $65,186-10.5% |
| Participation rate | 92.1% | 74.7%+17.3pp | 82.5%+9.6pp | 70.2%+21.8pp |
| Annual return | 29.32% | 32.79%-3.5pp | 71.41%-42.1pp | 29.39%-0.1pp |
| Employer contribution / active EE | $3,078 | $3,065+0.4% | $4,736-35.0% | $2,177+41.4% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |