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 | $74,183 | $80,763-8.1% | $102,412-27.6% | $74,459-0.4% |
| Participation rate | 83.0% | 65.7%+17.4pp | 74.5%+8.5pp | 67.2%+15.8pp |
| Annual return | 12.99% | 27.57%-14.6pp | 24.94%-12.0pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $827 | $3,160-73.8% | $3,870-78.6% | $2,626-68.5% |
| Participant deferral / active EE | $5,164 | $3,862+33.7% | $5,060+2.1% | $4,350+18.7% |
| Admin fee / account holder | $43 | $2,371-98.2% | $8,388-99.5% | $1,945-97.8% |