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 | $119,567 | $86,288+38.6% | $111,306+7.4% | $85,851+39.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 74.12% | 19.99%+54.1pp | 54.67%+19.4pp | 318.63%-244.5pp |
| Employer contribution / active EE | $11,927 | $2,044+483.6% | $2,732+336.6% | $2,565+364.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,966-100.0% | $6,261-100.0% |