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 | $33,418 | $80,731-58.6% | $103,374-67.7% | $74,546-55.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 11.58% | 27.56%-16.0pp | 24.89%-13.3pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $7,842 | $3,158+148.3% | $3,869+102.7% | $2,624+198.8% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $60 | $2,369-97.5% | $8,394-99.3% | $1,944-96.9% |