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 | $84,421 | $60,454+39.6% | $81,844+3.1% | $74,459+13.4% |
| Participation rate | 83.2% | 63.0%+20.2pp | 72.4%+10.8pp | 67.2%+15.9pp |
| Annual return | 13.22% | 16.87%-3.7pp | 778.87%-765.7pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $2,245 | $2,630-14.6% | $2,916-23.0% | $2,626-14.5% |
| Participant deferral / active EE | $3,904 | $3,398+14.9% | $4,323-9.7% | $4,350-10.3% |
| Admin fee / account holder | $135 | $1,490-90.9% | $7,355-98.2% | $1,945-93.0% |