Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $125,881 | $64,716+94.5% | $112,258+12.1% | $68,495+83.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 39.79% | -11.40%+51.2pp | 27.47%+12.3pp | -7.84%+47.6pp |
| Employer contribution / active EE | $6,999 | $2,746+154.9% | $3,636+92.5% | $2,596+169.6% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,411-100.0% | $5,403-100.0% |