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 | $54,503 | $50,956+7.0% | $96,572-43.6% | $86,821-37.2% |
| Participation rate | 92.8% | 65.2%+27.5pp | 69.8%+22.9pp | 72.3%+20.5pp |
| Annual return | 33.15% | 21.27%+11.9pp | 37.79%-4.6pp | 97.94%-64.8pp |
| Employer contribution / active EE | $3,178 | $1,111+186.1% | $2,357+34.8% | $2,406+32.1% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,850-100.0% | $4,132-100.0% |
| Admin fee / account holder | $7 | $166-95.7% | $6,183-99.9% | $170-95.8% |