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 | $84,470 | $63,924+32.1% | $108,582-22.2% | $55,167+53.1% |
| Participation rate | 99.3% | 74.3%+24.9pp | 79.6%+19.7pp | 69.0%+30.3pp |
| Annual return | 19.92% | 15.31%+4.6pp | -51.70%+71.6pp | 169.23%-149.3pp |
| Employer contribution / active EE | $4,449 | $1,879+136.7% | $3,758+18.4% | $1,963+126.7% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-99.9% |