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 | $206,077 | $82,188+150.7% | $125,391+64.3% | $64,824+217.9% |
| Participation rate | 84.9% | 77.9%+7.0pp | 82.4%+2.5pp | 71.5%+13.4pp |
| Annual return | 23.82% | 3.50%+20.3pp | 572.41%-548.6pp | 32.84%-9.0pp |
| Employer contribution / active EE | $3,432 | $3,617-5.1% | $4,816-28.7% | $2,507+36.9% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |