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 | $110,023 | $57,108+92.7% | $94,229+16.8% | $52,331+110.2% |
| Participation rate | 99.4% | 72.9%+26.5pp | 78.8%+20.6pp | 68.1%+31.3pp |
| Annual return | -1.60% | 1.47%-3.1pp | 10.68%-12.3pp | 4.54%-6.1pp |
| Employer contribution / active EE | $8,636 | $1,735+397.7% | $3,587+140.8% | $1,882+359.0% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |