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 | $22,910 | $45,872-50.1% | $77,100-70.3% | $68,490-66.6% |
| Participation rate | 95.1% | 55.9%+39.1pp | 67.9%+27.1pp | 67.9%+27.2pp |
| Annual return | 95.42% | 1.73%+93.7pp | 42.35%+53.1pp | -7.85%+103.3pp |
| Employer contribution / active EE | $1,026 | $1,650-37.8% | $2,815-63.6% | $2,597-60.5% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5 | $3,041-99.8% | $5,443-99.9% | $5,403-99.9% |