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 | $121,986 | $59,220+106.0% | $96,572+26.3% | $79,389+53.7% |
| Participation rate | 99.1% | 61.9%+37.2pp | 69.8%+29.3pp | 70.7%+28.4pp |
| Annual return | 51.62% | 27.08%+24.5pp | 37.79%+13.8pp | 116.89%-65.3pp |
| Employer contribution / active EE | $3,599 | $1,216+195.9% | $2,357+52.7% | $2,428+48.2% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,850-100.0% | $4,046-100.0% |
| Admin fee / account holder | $13 | $659-98.0% | $6,183-99.8% | $626-97.9% |