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 | $47,448 | $43,075+10.2% | $74,577-36.4% | $62,881-24.5% |
| Participation rate | 97.9% | 58.1%+39.9pp | 68.1%+29.8pp | 69.3%+28.6pp |
| Annual return | 55.92% | 17.50%+38.4pp | 20.47%+35.5pp | 20.14%+35.8pp |
| Employer contribution / active EE | $4,281 | $1,498+185.8% | $2,525+69.5% | $2,281+87.7% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |