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 | $55,946 | $58,600-4.5% | $83,327-32.9% | $64,173-12.8% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 26.45% | 9.66%+16.8pp | 10.64%+15.8pp | 7.63%+18.8pp |
| Employer contribution / active EE | $8,360 | $2,098+298.4% | $3,379+147.4% | $2,381+251.1% |
| Participant deferral / active EE | $0 | $4,656-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $9,282-100.0% | $7,540-100.0% | $4,887-100.0% |