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 | $97,635 | $42,910+127.5% | $60,919+60.3% | $68,490+42.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.73% | -13.99%+2.3pp | 16.96%-28.7pp | -7.85%-3.9pp |
| Employer contribution / active EE | $3,801 | $1,978+92.1% | $2,704+40.6% | $2,597+46.4% |
| Participant deferral / active EE | $4,584 | $2,866+60.0% | $3,814+20.2% | $4,028+13.8% |
| Admin fee / account holder | $154 | $3,104-95.0% | $3,228-95.2% | $5,403-97.1% |