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 | $169,203 | $106,247+59.3% | $147,096+15.0% | $77,714+117.7% |
| Participation rate | 99.2% | 78.4%+20.8pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 77.10% | 56.87%+20.2pp | 419.75%-342.6pp | 31.26%+45.8pp |
| Employer contribution / active EE | $2,765 | $4,069-32.1% | $4,936-44.0% | $2,727+1.4% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-99.9% | $13,005-100.0% | $433-99.9% |