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 | $185,531 | $88,479+109.7% | $96,515+92.2% | $80,157+131.5% |
| Participation rate | 97.9% | 79.9%+18.0pp | 74.3%+23.5pp | 72.9%+25.0pp |
| Annual return | 53.76% | 22.53%+31.2pp | 35.73%+18.0pp | 40.39%+13.4pp |
| Employer contribution / active EE | $15,314 | $4,177+266.6% | $3,740+309.5% | $2,977+414.4% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,015-100.0% |
| Admin fee / account holder | $0 | $211-100.0% | $6,735-100.0% | $145-100.0% |