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 | $119,160 | $49,451+141.0% | $79,576+49.7% | $66,930+78.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | 13.52% | 84.25%-70.7pp | 0.15%+13.4pp | 1.57%+11.9pp |
| Employer contribution / active EE | $3,091 | $1,266+144.2% | $2,413+28.1% | $2,545+21.5% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,238-100.0% |
| Admin fee / account holder | $13 | $595-97.9% | $6,834-99.8% | $593-97.9% |