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 | $86,327 | $54,679+57.9% | $76,119+13.4% | $74,459+15.9% |
| Participation rate | 70.3% | 60.3%+9.9pp | 69.1%+1.2pp | 67.2%+3.0pp |
| Annual return | 14.34% | 31.90%-17.6pp | 361.25%-346.9pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $2,119 | $1,781+19.0% | $2,693-21.3% | $2,626-19.3% |
| Participant deferral / active EE | $4,232 | $3,072+37.8% | $4,259-0.6% | $4,350-2.7% |
| Admin fee / account holder | $10 | $2,238-99.6% | $6,421-99.8% | $1,945-99.5% |