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 | $206,066 | $51,207+302.4% | $70,565+192.0% | $71,529+188.1% |
| Participation rate | 99.2% | 59.4%+39.8pp | 68.4%+30.8pp | 67.9%+31.2pp |
| Annual return | 62.09% | 42.71%+19.4pp | 32.79%+29.3pp | 28.97%+33.1pp |
| Employer contribution / active EE | $8,995 | $1,795+401.1% | $2,976+202.3% | $2,590+247.3% |
| Participant deferral / active EE | $0 | $3,033-100.0% | $4,568-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $6,430-100.0% | $1,588-100.0% |