Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $28,816 | $50,554-43.0% | $67,681-57.4% | $87,485-67.1% |
| Participation rate | 96.8% | 67.7%+29.1pp | 73.7%+23.1pp | 68.9%+27.9pp |
| Annual return | 11.63% | 17.81%-6.2pp | 590.58%-579.0pp | 26.06%-14.4pp |
| Employer contribution / active EE | $2,100 | $1,988+5.6% | $2,678-21.6% | $2,596-19.1% |
| Participant deferral / active EE | $2,160 | $2,961-27.0% | $3,976-45.7% | $4,274-49.4% |
| Admin fee / account holder | $0 | $4,132-100.0% | $6,100-100.0% | $7,775-100.0% |