Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $232,268 | $89,438+159.7% | $164,928+40.8% | $77,692+199.0% |
| Participation rate | 98.8% | 78.6%+20.1pp | 78.6%+20.1pp | 70.6%+28.2pp |
| Annual return | 13.35% | 28.82%-15.5pp | 70.08%-56.7pp | 31.25%-17.9pp |
| Employer contribution / active EE | $14,933 | $2,567+481.8% | $4,343+243.8% | $2,726+447.7% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,034-100.0% | $4,648-100.0% |
| Admin fee / account holder | $1 | $340-99.7% | $12,684-100.0% | $431-99.8% |