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 | $56,577 | $38,365+47.5% | $84,637-33.2% | $65,186-13.2% |
| Participation rate | 85.4% | 55.7%+29.7pp | 68.2%+17.2pp | 70.2%+15.2pp |
| Annual return | 18.98% | 32.00%-13.0pp | 258.82%-239.8pp | 29.39%-10.4pp |
| Employer contribution / active EE | $2,011 | $1,258+59.8% | $2,653-24.2% | $2,177-7.6% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,900-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $451-100.0% | $4,914-100.0% | $847-100.0% |