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 | $34,355 | $84,940-59.6% | $111,306-69.1% | $79,389-56.7% |
| Participation rate | 96.3% | 75.9%+20.4pp | 77.3%+18.9pp | 70.7%+25.5pp |
| Annual return | 14.14% | 17.45%-3.3pp | 54.67%-40.5pp | 116.89%-102.8pp |
| Employer contribution / active EE | $963 | $1,979-51.4% | $2,732-64.8% | $2,428-60.3% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,966-100.0% | $626-100.0% |