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 | $164,660 | $116,462+41.4% | $174,595-5.7% | $116,462+41.4% |
| Participation rate | 99.0% | 74.7%+24.3pp | 85.1%+13.9pp | 74.7%+24.3pp |
| Annual return | 17.20% | 15.65%+1.5pp | 6861.22%-6844.0pp | 15.65%+1.5pp |
| Employer contribution / active EE | $16,813 | $3,231+420.3% | $3,630+363.2% | $3,231+420.3% |
| Participant deferral / active EE | $0 | $3,836-100.0% | $4,379-100.0% | $3,836-100.0% |
| Admin fee / account holder | $22 | $12,754-99.8% | $10,352-99.8% | $12,754-99.8% |