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 | $181,327 | $87,106+108.2% | $105,607+71.7% | $80,935+124.0% |
| Participation rate | 99.0% | 70.4%+28.5pp | 75.3%+23.7pp | 67.7%+31.3pp |
| Annual return | 11.43% | 17.01%-5.6pp | 116.11%-104.7pp | 35.66%-24.2pp |
| Employer contribution / active EE | $13,232 | $2,396+452.2% | $3,167+317.8% | $2,757+380.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7 | $8,447-99.9% | $10,958-99.9% | $6,924-99.9% |