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 | $130,316 | $104,336+24.9% | $159,487-18.3% | $86,821+50.1% |
| Participation rate | 92.9% | 77.7%+15.2pp | 82.8%+10.0pp | 72.3%+20.6pp |
| Annual return | 17.43% | 26.32%-8.9pp | 263.71%-246.3pp | 97.94%-80.5pp |
| Employer contribution / active EE | $7,739 | $3,451+124.3% | $4,831+60.2% | $2,406+221.7% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,804-100.0% | $170-100.0% |