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 | $67,420 | $78,425-14.0% | $95,956-29.7% | $79,858-15.6% |
| Participation rate | 97.2% | 73.5%+23.7pp | 77.1%+20.1pp | 69.6%+27.6pp |
| Annual return | 11.51% | 19.37%-7.9pp | 91.63%-80.1pp | 31.72%-20.2pp |
| Employer contribution / active EE | $9,589 | $1,945+393.0% | $2,541+277.3% | $2,471+288.1% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |