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 | $148,648 | $73,988+100.9% | $96,538+54.0% | $75,177+97.7% |
| Participation rate | 97.6% | 66.4%+31.2pp | 74.3%+23.3pp | 67.2%+30.4pp |
| Annual return | 22.06% | 26.73%-4.7pp | 35.74%-13.7pp | 160.75%-138.7pp |
| Employer contribution / active EE | $14,057 | $2,930+379.7% | $3,740+275.8% | $2,671+426.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,220-100.0% | $6,737-100.0% | $5,651-100.0% |