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 | $178,971 | $93,598+91.2% | $135,974+31.6% | $75,173+138.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 40.14% | 30.89%+9.3pp | 68.30%-28.2pp | 160.72%-120.6pp |
| Employer contribution / active EE | $10,830 | $3,538+206.1% | $4,859+122.9% | $2,671+305.5% |
| Participant deferral / active EE | $8,820 | $6,405+37.7% | $7,760+13.7% | $4,126+113.7% |
| Admin fee / account holder | $2 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |