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 | $133,705 | $126,505+5.7% | $100,712+32.8% | $126,505+5.7% |
| Participation rate | 100.0% | 81.0%+19.0pp | 69.3%+30.7pp | 81.0%+19.0pp |
| Annual return | 16.57% | 14.86%+1.7pp | 33.27%-16.7pp | 14.86%+1.7pp |
| Employer contribution / active EE | $5,396 | $4,041+33.5% | $2,313+133.3% | $4,041+33.5% |
| Participant deferral / active EE | $0 | $6,313-100.0% | $4,085-100.0% | $6,313-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $9,256-100.0% | $145-100.0% |