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 | $182,983 | $121,341+50.8% | $189,545-3.5% | $79,389+130.5% |
| Participation rate | 99.0% | 86.1%+12.9pp | 87.8%+11.2pp | 70.7%+28.3pp |
| Annual return | 33.02% | 21.08%+11.9pp | 555.36%-522.3pp | 116.89%-83.9pp |
| Employer contribution / active EE | $6,232 | $3,915+59.2% | $6,162+1.1% | $2,428+156.7% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,049-100.0% | $626-100.0% |