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 | $100,000 | $80,748+23.8% | $102,383-2.3% | $74,429+34.4% |
| Participation rate | 97.1% | 65.7%+31.4pp | 74.5%+22.6pp | 67.2%+29.9pp |
| Annual return | 37.80% | 27.57%+10.2pp | 24.94%+12.9pp | 1368.38%-1330.6pp |
| Employer contribution / active EE | $3,084 | $3,159-2.4% | $3,870-20.3% | $2,625+17.5% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |