Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,336 | $81,233-73.7% | $155,567-86.3% | $80,874-73.6% |
| Participation rate | 94.4% | 66.2%+28.2pp | 78.2%+16.2pp | 67.6%+26.8pp |
| Annual return | 14.05% | 33.33%-19.3pp | 64.74%-50.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $3,897 | $3,101+25.7% | $4,674-16.6% | $2,756+41.4% |
| Participant deferral / active EE | $5,815 | $3,452+68.4% | $5,628+3.3% | $4,297+35.3% |
| Admin fee / account holder | $23 | $7,998-99.7% | $15,916-99.9% | $6,935-99.7% |