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 | $96,758 | $80,781+19.8% | $102,437-5.5% | $74,478+29.9% |
| Participation rate | 89.0% | 65.7%+23.4pp | 74.5%+14.5pp | 67.2%+21.8pp |
| Annual return | 38.77% | 27.58%+11.2pp | 24.95%+13.8pp | 1370.56%-1331.8pp |
| Employer contribution / active EE | $7,698 | $3,160+143.6% | $3,871+98.9% | $2,626+193.1% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |