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 | $106,043 | $65,084+62.9% | $67,681+56.7% | $64,340+64.8% |
| Participation rate | 93.0% | 66.7%+26.3pp | 73.7%+19.3pp | 55.2%+37.8pp |
| Annual return | 11.11% | 20.50%-9.4pp | 590.58%-579.5pp | 24.14%-13.0pp |
| Employer contribution / active EE | $1,790 | $2,398-25.4% | $2,678-33.2% | $1,862-3.9% |
| Participant deferral / active EE | $3,145 | $3,210-2.0% | $3,976-20.9% | $2,980+5.5% |
| Admin fee / account holder | $118 | $1,415-91.7% | $6,100-98.1% | $3,703-96.8% |