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 | $224,886 | $95,438+135.6% | $135,982+65.4% | $74,473+202.0% |
| Participation rate | 99.7% | 78.2%+21.5pp | 81.9%+17.8pp | 70.7%+29.0pp |
| Annual return | 19.38% | 32.61%-13.2pp | 68.32%-48.9pp | 34.36%-15.0pp |
| Employer contribution / active EE | $6,736 | $3,878+73.7% | $4,859+38.6% | $2,638+155.3% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,767-100.0% | $347-100.0% |