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 | $116,848 | $78,562+48.7% | $105,608+10.6% | $74,429+57.0% |
| Participation rate | 80.8% | 72.8%+8.0pp | 75.3%+5.5pp | 67.2%+13.6pp |
| Annual return | 11.54% | 15.94%-4.4pp | 116.50%-105.0pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $6,562 | $2,521+160.3% | $3,167+107.2% | $2,625+150.0% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $74 | $2,217-96.6% | $11,028-99.3% | $1,944-96.2% |