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 | $98,327 | $48,284+103.6% | $67,524+45.6% | $80,911+21.5% |
| Participation rate | 76.8% | 66.4%+10.4pp | 72.9%+3.9pp | 67.6%+9.1pp |
| Annual return | 11.90% | 18.27%-6.4pp | 3519.41%-3507.5pp | 35.63%-23.7pp |
| Employer contribution / active EE | $4,893 | $2,021+142.1% | $2,734+79.0% | $2,756+77.6% |
| Participant deferral / active EE | $1,292 | $2,927-55.9% | $4,001-67.7% | $4,297-69.9% |
| Admin fee / account holder | $0 | $3,688-100.0% | $4,001-100.0% | $6,935-100.0% |