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 | $240,521 | $100,060+140.4% | $149,721+60.6% | $70,126+243.0% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.1%+9.2pp | 69.5%+26.7pp |
| Annual return | 13.00% | 27.46%-14.5pp | 1501.67%-1488.7pp | 73.15%-60.1pp |
| Employer contribution / active EE | $13,343 | $3,661+264.4% | $5,444+145.1% | $2,343+469.6% |
| Participant deferral / active EE | $13,494 | $4,982+170.9% | $6,568+105.4% | $3,332+305.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $11,282-100.0% | $4,645-100.0% |