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 | $53,038 | $46,360+14.4% | $147,617-64.1% | $52,331+1.4% |
| Participation rate | 98.3% | 64.9%+33.3pp | 84.6%+13.6pp | 68.1%+30.2pp |
| Annual return | 18.84% | 1.62%+17.2pp | 61.98%-43.1pp | 4.54%+14.3pp |
| Employer contribution / active EE | $3,413 | $2,126+60.5% | $5,564-38.7% | $1,882+81.4% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |