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 | $98,050 | $121,341-19.2% | $189,520-48.3% | $79,393+23.5% |
| Participation rate | 93.8% | 86.1%+7.7pp | 87.8%+6.0pp | 70.7%+23.1pp |
| Annual return | 19.68% | 21.08%-1.4pp | 555.25%-535.6pp | 116.87%-97.2pp |
| Employer contribution / active EE | $5,614 | $3,915+43.4% | $6,161-8.9% | $2,428+131.2% |
| Participant deferral / active EE | $9,224 | $6,395+44.2% | $8,220+12.2% | $4,046+128.0% |
| Admin fee / account holder | $54 | $651-91.6% | $12,046-99.5% | $627-91.3% |