Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $103,642 | $76,696+35.1% | $96,538+7.4% | $71,529+44.9% |
| Participation rate | 98.8% | 66.6%+32.3pp | 74.3%+24.5pp | 67.9%+30.9pp |
| Annual return | 42.76% | 48.32%-5.6pp | 35.74%+7.0pp | 28.97%+13.8pp |
| Employer contribution / active EE | $25,491 | $3,032+740.9% | $3,740+581.5% | $2,590+884.3% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |