Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,401 | $59,006-55.3% | $97,197-72.8% | $74,429-64.5% |
| Participation rate | 99.1% | 63.7%+35.4pp | 72.7%+26.4pp | 67.2%+31.9pp |
| Annual return | 14.22% | 16.04%-1.8pp | 75.47%-61.3pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $3,936 | $1,894+107.8% | $2,723+44.5% | $2,625+49.9% |
| Participant deferral / active EE | $3,201 | $3,671-12.8% | $4,263-24.9% | $4,348-26.4% |
| Admin fee / account holder | $4 | $1,974-99.8% | $5,637-99.9% | $1,944-99.8% |