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 | $54,753 | $79,223-30.9% | $102,460-46.6% | $74,478-26.5% |
| Participation rate | 84.3% | 74.8%+9.5pp | 76.5%+7.8pp | 67.2%+17.1pp |
| Annual return | 13.53% | 54.98%-41.4pp | 29.47%-15.9pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $2,202 | $2,363-6.8% | $3,025-27.2% | $2,626-16.1% |
| Participant deferral / active EE | $3,819 | $4,417-13.5% | $5,056-24.5% | $4,350-12.2% |
| Admin fee / account holder | $182 | $2,003-90.9% | $9,460-98.1% | $1,946-90.6% |