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 | $45,495 | $44,989+1.1% | $170,435-73.3% | $77,958-41.6% |
| Participation rate | 90.9% | 64.6%+26.3pp | 83.6%+7.3pp | 71.6%+19.3pp |
| Annual return | 63.09% | 19.61%+43.5pp | 205.94%-142.8pp | 20.87%+42.2pp |
| Employer contribution / active EE | $4,724 | $1,466+222.2% | $5,432-13.0% | $2,310+104.5% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $2 | $69-97.8% | $13,881-100.0% | $97-98.4% |