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 | $70,355 | $55,470+26.8% | $155,556-54.8% | $74,478-5.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.77% | 269.80%-256.0pp | 64.84%-51.1pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $2,648 | $2,267+16.8% | $4,675-43.4% | $2,626+0.8% |
| Participant deferral / active EE | $5,222 | $2,838+84.0% | $5,631-7.3% | $4,350+20.0% |
| Admin fee / account holder | $72 | $1,744-95.9% | $15,885-99.5% | $1,946-96.3% |