Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $86,257 | $64,890+32.9% | $134,172-35.7% | $67,986+26.9% |
| Participation rate | 94.1% | 48.5%+45.6pp | 72.5%+21.7pp | 57.2%+36.9pp |
| Annual return | 53.47% | 16.12%+37.3pp | 25.30%+28.2pp | 31.67%+21.8pp |
| Employer contribution / active EE | $8,957 | $1,360+558.7% | $3,420+161.9% | $2,019+343.7% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $4,690-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,140-100.0% | $12,016-100.0% | $3,203-100.0% |