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 | $28,604 | $88,324-67.6% | $115,038-75.1% | $55,191-48.2% |
| Participation rate | 96.0% | 72.5%+23.5pp | 81.4%+14.6pp | 69.2%+26.8pp |
| Annual return | 22.27% | 6.30%+16.0pp | 26.14%-3.9pp | 10.78%+11.5pp |
| Employer contribution / active EE | $4,938 | $2,805+76.1% | $4,608+7.2% | $1,899+160.1% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-99.8% | $8,175-100.0% | $91-99.8% |