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 | $47,579 | $80,177-40.7% | $123,894-61.6% | $57,658-17.5% |
| Participation rate | 97.1% | 74.4%+22.6pp | 81.4%+15.7pp | 70.2%+26.9pp |
| Annual return | 24.89% | 17.90%+7.0pp | 47.52%-22.6pp | 5.13%+19.8pp |
| Employer contribution / active EE | $5,795 | $2,913+99.0% | $4,617+25.5% | $1,974+193.6% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |