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 | $50,264 | $32,425+55.0% | $74,577-32.6% | $55,167-8.9% |
| Participation rate | 82.8% | 54.0%+28.8pp | 68.1%+14.7pp | 69.0%+13.8pp |
| Annual return | 18.23% | 10.63%+7.6pp | 20.47%-2.2pp | 169.23%-151.0pp |
| Employer contribution / active EE | $3,390 | $1,043+224.9% | $2,525+34.3% | $1,963+72.7% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $748-100.0% | $4,138-100.0% | $504-100.0% |