Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $69,452 | $73,988-6.1% | $96,538-28.1% | $75,177-7.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 156.09% | 26.73%+129.4pp | 35.74%+120.4pp | 160.75%-4.7pp |
| Employer contribution / active EE | $2,676 | $2,930-8.7% | $3,740-28.5% | $2,671+0.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $14 | $5,220-99.7% | $6,737-99.8% | $5,651-99.7% |