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 | $177,620 | $84,499+110.2% | $125,391+41.7% | $66,949+165.3% |
| Participation rate | 98.7% | 76.4%+22.3pp | 82.4%+16.4pp | 69.8%+28.9pp |
| Annual return | 32.11% | -8.49%+40.6pp | 572.41%-540.3pp | 1.57%+30.5pp |
| Employer contribution / active EE | $5,715 | $3,554+60.8% | $4,816+18.7% | $2,545+124.5% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |