Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $194,902 | $89,054+118.9% | $102,457+90.2% | $77,692+150.9% |
| Participation rate | 97.0% | 80.9%+16.1pp | 76.5%+20.5pp | 70.6%+26.5pp |
| Annual return | 22.23% | 25.02%-2.8pp | 29.41%-7.2pp | 31.25%-9.0pp |
| Employer contribution / active EE | $20,073 | $2,698+644.0% | $3,022+564.2% | $2,726+636.3% |
| Participant deferral / active EE | $0 | $5,146-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,451-100.0% | $431-100.0% |