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 | $89,514 | $83,019+7.8% | $130,014-31.2% | $71,476+25.2% |
| Participation rate | 99.3% | 74.1%+25.2pp | 78.5%+20.8pp | 67.9%+31.4pp |
| Annual return | 25.04% | 20.60%+4.4pp | -137.22%+162.3pp | 28.85%-3.8pp |
| Employer contribution / active EE | $1,586 | $2,623-39.5% | $4,320-63.3% | $2,589-38.7% |
| Participant deferral / active EE | $0 | $4,434-100.0% | $5,821-100.0% | $4,290-100.0% |
| Admin fee / account holder | $0 | $1,728-100.0% | $10,616-100.0% | $1,587-100.0% |