Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $98,643 | $80,748+22.2% | $102,383-3.7% | $74,429+32.5% |
| Participation rate | 98.3% | 65.7%+32.6pp | 74.5%+23.8pp | 67.2%+31.1pp |
| Annual return | 105.31% | 27.57%+77.7pp | 24.94%+80.4pp | 1368.38%-1263.1pp |
| Employer contribution / active EE | $8,211 | $3,159+159.9% | $3,870+112.2% | $2,625+212.8% |
| 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% |