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 | $86,295 | $88,324-2.3% | $115,038-25.0% | $55,191+56.4% |
| Participation rate | 98.5% | 72.5%+26.0pp | 81.4%+17.1pp | 69.2%+29.3pp |
| Annual return | 30.32% | 6.30%+24.0pp | 26.14%+4.2pp | 10.78%+19.5pp |
| Employer contribution / active EE | $3,004 | $2,805+7.1% | $4,608-34.8% | $1,899+58.2% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |