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 | $38,554 | $50,956-24.3% | $96,575-60.1% | $86,813-55.6% |
| Participation rate | 99.2% | 65.2%+34.0pp | 69.8%+29.4pp | 72.3%+26.9pp |
| Annual return | 38.89% | 21.27%+17.6pp | 37.79%+1.1pp | 97.93%-59.0pp |
| Employer contribution / active EE | $3,921 | $1,111+253.0% | $2,357+66.4% | $2,406+63.0% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,131-100.0% |
| Admin fee / account holder | $7 | $166-95.6% | $6,182-99.9% | $170-95.7% |