Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $43,389 | $52,507-17.4% | $129,406-66.5% | $74,478-41.7% |
| Participation rate | 100.0% | 53.9%+46.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 14.49% | 15.64%-1.2pp | 9468.18%-9453.7pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $2,709 | $1,534+76.6% | $4,155-34.8% | $2,626+3.1% |
| Participant deferral / active EE | $2,808 | $2,801+0.3% | $4,167-32.6% | $4,350-35.4% |
| Admin fee / account holder | $19 | $2,639-99.3% | $7,689-99.7% | $1,946-99.0% |