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 | $57,823 | $104,479-44.7% | $159,474-63.7% | $79,391-27.2% |
| Participation rate | 91.7% | 76.6%+15.1pp | 82.8%+8.9pp | 70.7%+21.0pp |
| Annual return | 22.60% | 67.98%-45.4pp | 263.68%-241.1pp | 116.88%-94.3pp |
| Employer contribution / active EE | $3,898 | $3,417+14.1% | $4,831-19.3% | $2,428+60.5% |
| Participant deferral / active EE | $11,833 | $6,468+83.0% | $7,353+60.9% | $4,046+192.5% |
| Admin fee / account holder | $28 | $711-96.1% | $10,802-99.7% | $627-95.6% |