Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $115,767 | $93,182+24.2% | $146,685-21.1% | $79,393+45.8% |
| Participation rate | 92.4% | 76.4%+15.9pp | 80.1%+12.3pp | 70.7%+21.7pp |
| Annual return | 57.25% | 21.61%+35.6pp | 22.75%+34.5pp | 116.87%-59.6pp |
| Employer contribution / active EE | $20,975 | $2,420+766.9% | $4,137+407.0% | $2,428+764.0% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,507-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,281-100.0% | $627-100.0% |