Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $80,968 | $101,539-20.3% | $147,041-44.9% | $74,400+8.8% |
| Participation rate | 91.1% | 75.5%+15.6pp | 82.2%+8.9pp | 67.2%+23.9pp |
| Annual return | 17.77% | 8740.84%-8723.1pp | 419.21%-401.4pp | 1367.51%-1349.7pp |
| Employer contribution / active EE | $2,337 | $3,811-38.7% | $4,935-52.6% | $2,624-10.9% |
| Participant deferral / active EE | $7,419 | $7,304+1.6% | $8,071-8.1% | $4,348+70.6% |
| Admin fee / account holder | $249 | $1,749-85.8% | $13,006-98.1% | $1,944-87.2% |