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 | $137,691 | $54,679+151.8% | $76,119+80.9% | $74,459+84.9% |
| Participation rate | 92.5% | 60.3%+32.2pp | 69.1%+23.5pp | 67.2%+25.3pp |
| Annual return | 48.41% | 31.90%+16.5pp | 361.25%-312.8pp | 1369.70%-1321.3pp |
| Employer contribution / active EE | $3,582 | $1,781+101.1% | $2,693+33.0% | $2,626+36.4% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $4,259-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,238-100.0% | $6,421-100.0% | $1,945-100.0% |