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 | $159,484 | $99,823+59.8% | $122,979+29.7% | $65,191+144.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 63.0%+37.0pp |
| Annual return | 11.49% | 13.47%-2.0pp | 20.12%-8.6pp | 51.24%-39.8pp |
| Employer contribution / active EE | $9,613 | $3,224+198.2% | $3,062+213.9% | $2,400+300.5% |
| Participant deferral / active EE | $0 | $4,328-100.0% | $5,003-100.0% | $2,671-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $12,864-100.0% | $907-100.0% |