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 | $92,759 | $69,383+33.7% | $101,271-8.4% | $73,493+26.2% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 32.76% | 18.46%+14.3pp | 46.48%-13.7pp | 28.51%+4.2pp |
| Employer contribution / active EE | $9,469 | $2,628+260.3% | $3,660+158.7% | $2,270+317.1% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $704-99.9% | $5,948-100.0% | $513-99.8% |