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 | $99,741 | $84,936+17.4% | $111,308-10.4% | $79,391+25.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 37.20% | 17.45%+19.7pp | 54.67%-17.5pp | 116.88%-79.7pp |
| Employer contribution / active EE | $13,583 | $1,979+586.3% | $2,732+397.2% | $2,428+459.5% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $7 | $537-98.6% | $7,965-99.9% | $627-98.8% |