Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,540 | $69,383-57.4% | $101,275-70.8% | $73,497-59.8% |
| Participation rate | 97.1% | 68.4%+28.7pp | 75.8%+21.3pp | 70.7%+26.4pp |
| Annual return | 83.21% | 18.46%+64.8pp | 46.48%+36.7pp | 28.51%+54.7pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |