Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,404 | $59,220-14.9% | $96,572-47.8% | $79,389-36.5% |
| Participation rate | 93.4% | 61.9%+31.5pp | 69.8%+23.6pp | 70.7%+22.7pp |
| Annual return | 55.33% | 27.08%+28.3pp | 37.79%+17.5pp | 116.89%-61.6pp |
| Employer contribution / active EE | $3,255 | $1,216+167.6% | $2,357+38.1% | $2,428+34.0% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,850-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,183-100.0% | $626-100.0% |