Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $135,059 | $93,010+45.2% | $96,543+39.9% | $74,478+81.3% |
| Participation rate | 98.2% | 71.6%+26.7pp | 74.3%+23.9pp | 70.7%+27.5pp |
| Annual return | 115.25% | 37.50%+77.8pp | 35.75%+79.5pp | 34.37%+80.9pp |
| Employer contribution / active EE | $11,097 | $3,427+223.8% | $3,741+196.7% | $2,637+320.8% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,737-100.0% | $347-100.0% |