Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $181,078 | $66,486+172.4% | $81,370+122.5% | $77,762+132.9% |
| Participation rate | 99.0% | 68.7%+30.2pp | 69.5%+29.4pp | 70.6%+28.4pp |
| Annual return | 38.74% | 15.95%+22.8pp | 24.85%+13.9pp | 31.27%+7.5pp |
| Employer contribution / active EE | $8,788 | $2,158+307.3% | $2,464+256.7% | $2,728+222.1% |
| Participant deferral / active EE | $0 | $3,677-100.0% | $3,885-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1 | $586-99.9% | $5,749-100.0% | $433-99.8% |