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 | $89,040 | $91,474-2.7% | $135,982-34.5% | $71,529+24.5% |
| Participation rate | 98.2% | 75.7%+22.6pp | 81.9%+16.3pp | 67.9%+30.3pp |
| Annual return | 20.17% | 29.89%-9.7pp | 68.32%-48.2pp | 28.97%-8.8pp |
| Employer contribution / active EE | $7,837 | $3,705+111.5% | $4,859+61.3% | $2,590+202.6% |
| Participant deferral / active EE | $6,118 | $7,095-13.8% | $7,760-21.2% | $4,291+42.6% |
| Admin fee / account holder | $4 | $1,267-99.7% | $10,767-100.0% | $1,588-99.7% |