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 | $172,047 | $65,072+164.4% | $66,439+159.0% | $65,306+163.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.5%+25.5pp | 57.7%+42.3pp |
| Annual return | 10.81% | 21.50%-10.7pp | 757.66%-746.8pp | 21.94%-11.1pp |
| Employer contribution / active EE | $8,916 | $2,475+260.2% | $2,637+238.2% | $1,967+353.2% |
| Participant deferral / active EE | $13,625 | $3,234+321.3% | $3,876+251.5% | $2,959+360.4% |
| Admin fee / account holder | $0 | $1,323-100.0% | $6,173-100.0% | $3,480-100.0% |