Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $23,047 | $57,119-59.7% | $85,187-72.9% | $80,935-71.5% |
| Participation rate | 93.8% | 56.4%+37.3pp | 67.5%+26.2pp | 67.7%+26.1pp |
| Annual return | 31.99% | 21.70%+10.3pp | 66.67%-34.7pp | 35.66%-3.7pp |
| Employer contribution / active EE | $4,633 | $1,802+157.2% | $2,732+69.6% | $2,757+68.1% |
| Participant deferral / active EE | $7,544 | $3,115+142.2% | $4,525+66.7% | $4,299+75.5% |
| Admin fee / account holder | $32 | $4,990-99.4% | $6,162-99.5% | $6,924-99.5% |