Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $62,303 | $79,045-21.2% | $100,378-37.9% | $74,429-16.3% |
| Participation rate | 93.8% | 79.4%+14.4pp | 81.5%+12.3pp | 67.2%+26.6pp |
| Annual return | 31.77% | 20.61%+11.2pp | 49.41%-17.6pp | 1368.38%-1336.6pp |
| Employer contribution / active EE | $7,706 | $3,015+155.6% | $3,942+95.5% | $2,625+193.6% |
| Participant deferral / active EE | $12,950 | $7,751+67.1% | $8,087+60.1% | $4,348+197.8% |
| Admin fee / account holder | $72 | $1,335-94.6% | $7,899-99.1% | $1,944-96.3% |