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 | $34,633 | $72,404-52.2% | $110,243-68.6% | $64,173-46.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 6.82% | -6.29%+13.1pp | 314.76%-307.9pp | 7.63%-0.8pp |
| Employer contribution / active EE | $4,852 | $2,282+112.6% | $3,827+26.8% | $2,381+103.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |