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 | $27,876 | $46,173-39.6% | $170,435-83.6% | $69,631-60.0% |
| Participation rate | 98.0% | 63.9%+34.1pp | 83.6%+14.4pp | 70.7%+27.3pp |
| Annual return | 16.12% | 21.62%-5.5pp | 205.94%-189.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,221 | $2,080+6.7% | $4,939-55.0% | $3,224-31.1% |
| Admin fee / account holder | $4 | $116-96.3% | $13,881-100.0% | $110-96.1% |