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 | $148,210 | $84,936+74.5% | $111,303+33.2% | $79,393+86.7% |
| Participation rate | 99.0% | 75.9%+23.1pp | 77.3%+21.6pp | 70.7%+28.3pp |
| Annual return | 17.37% | 17.45%-0.1pp | 54.66%-37.3pp | 116.87%-99.5pp |
| Employer contribution / active EE | $4,104 | $1,979+107.4% | $2,731+50.3% | $2,428+69.1% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,966-100.0% | $627-100.0% |