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 | $100,418 | $65,960+52.2% | $81,844+22.7% | $77,736+29.2% |
| Participation rate | 91.7% | 65.8%+25.9pp | 72.4%+19.3pp | 70.6%+21.1pp |
| Annual return | 18.49% | 26.64%-8.2pp | 778.87%-760.4pp | 31.26%-12.8pp |
| Employer contribution / active EE | $6,856 | $2,375+188.7% | $2,916+135.1% | $2,728+151.3% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,323-100.0% | $4,651-100.0% |
| Admin fee / account holder | $30 | $526-94.2% | $7,355-99.6% | $433-93.0% |