Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $34,237 | $91,424-62.6% | $135,942-74.8% | $71,495-52.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 29.00% | 29.90%-0.9pp | 68.28%-39.3pp | 28.85%+0.2pp |
| Employer contribution / active EE | $8,049 | $3,704+117.3% | $4,858+65.7% | $2,589+210.9% |
| Participant deferral / active EE | $5,289 | $7,092-25.4% | $7,759-31.8% | $4,291+23.3% |
| Admin fee / account holder | $182 | $1,266-85.6% | $10,764-98.3% | $1,588-88.5% |