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 | $63,965 | $55,230+15.8% | $79,583-19.6% | - |
| Participation rate | 100.0% | 62.4%+37.6pp | 69.5%+30.5pp | - |
| Annual return | 13.42% | -17.05%+30.5pp | 0.16%+13.3pp | - |
| Employer contribution / active EE | $5,201 | $1,304+298.8% | $2,414+115.5% | - |
| Participant deferral / active EE | $0 | $2,804-100.0% | $3,986-100.0% | - |
| Admin fee / account holder | $14 | $7,320-99.8% | $6,835-99.8% | - |