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 | $40,314 | $104,336-61.4% | $159,487-74.7% | $86,821-53.6% |
| Participation rate | 94.5% | 77.7%+16.8pp | 82.8%+11.7pp | 72.3%+22.2pp |
| Annual return | 15.14% | 26.32%-11.2pp | 263.71%-248.6pp | 97.94%-82.8pp |
| Employer contribution / active EE | $1,647 | $3,451-52.3% | $4,831-65.9% | $2,406-31.5% |
| Participant deferral / active EE | $4,033 | $6,837-41.0% | $7,354-45.2% | $4,132-2.4% |
| Admin fee / account holder | $38 | $172-77.7% | $10,804-99.6% | $170-77.3% |