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 | $94,068 | $82,188+14.5% | $125,391-25.0% | $64,824+45.1% |
| Participation rate | 97.1% | 77.9%+19.2pp | 82.4%+14.8pp | 71.5%+25.7pp |
| Annual return | 19.65% | 3.50%+16.2pp | 572.41%-552.8pp | 32.84%-13.2pp |
| Employer contribution / active EE | $10,505 | $3,617+190.4% | $4,816+118.1% | $2,507+319.0% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |