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 | $64,677 | $48,337+33.8% | $67,560-4.3% | $80,959-20.1% |
| Participation rate | 94.5% | 66.4%+28.1pp | 72.9%+21.6pp | 67.7%+26.8pp |
| Annual return | 15.38% | 18.26%-2.9pp | 3533.50%-3518.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $3,218 | $2,023+59.1% | $2,737+17.6% | $2,757+16.7% |
| Participant deferral / active EE | $5,753 | $2,928+96.5% | $4,004+43.7% | $4,300+33.8% |
| Admin fee / account holder | $0 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |