Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $87,243 | $42,367+105.9% | $79,583+9.6% | $64,824+34.6% |
| Participation rate | 97.3% | 64.7%+32.6pp | 69.5%+27.8pp | 71.5%+25.8pp |
| Annual return | 65.59% | -12.24%+77.8pp | 0.16%+65.4pp | 32.84%+32.7pp |
| Employer contribution / active EE | $599 | $1,181-49.3% | $2,414-75.2% | $2,507-76.1% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $3,986-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $6,835-100.0% | $188-100.0% |