Filed June 23, 2025
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 | $165,750 | $86,225+92.2% | $146,649+13.0% | $86,828+90.9% |
| Participation rate | 99.6% | 78.0%+21.7pp | 80.1%+19.6pp | 72.3%+27.3pp |
| Annual return | 52.77% | 31.23%+21.5pp | 22.75%+30.0pp | 97.95%-45.2pp |
| Employer contribution / active EE | $6,059 | $2,392+153.3% | $4,137+46.5% | $2,406+151.8% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,281-100.0% | $170-100.0% |