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 | $27,460 | $69,774-60.6% | $67,575-59.4% | $74,459-63.1% |
| Participation rate | 80.7% | 71.4%+9.3pp | 72.9%+7.8pp | 67.2%+13.5pp |
| Annual return | 12.75% | -40.53%+53.3pp | 3528.98%-3516.2pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $1,708 | $2,710-37.0% | $2,736-37.6% | $2,626-35.0% |
| Participant deferral / active EE | $2,652 | $3,636-27.1% | $4,003-33.8% | $4,350-39.0% |
| Admin fee / account holder | $11 | $890-98.8% | $3,993-99.7% | $1,945-99.4% |