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 | $45,094 | $54,193-16.8% | $93,654-51.9% | $77,671-41.9% |
| Participation rate | 92.6% | 63.9%+28.7pp | 68.7%+23.9pp | 70.6%+22.1pp |
| Annual return | 14.35% | 30.54%-16.2pp | 133.34%-119.0pp | 31.21%-16.9pp |
| Employer contribution / active EE | $4,632 | $1,168+296.6% | $2,421+91.3% | $2,726+69.9% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,413-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,282-100.0% | $430-100.0% |