Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $155,732 | $89,465+74.1% | $164,866-5.5% | $77,671+100.5% |
| Participation rate | 99.2% | 78.6%+20.6pp | 78.6%+20.6pp | 70.6%+28.6pp |
| Annual return | 15.93% | 28.81%-12.9pp | 69.97%-54.0pp | 31.21%-15.3pp |
| Employer contribution / active EE | $1,250 | $2,568-51.3% | $4,343-71.2% | $2,726-54.2% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,033-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,689-100.0% | $430-100.0% |