Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,840 | $87,125-19.8% | $108,405-35.6% | $86,821-19.6% |
| Participation rate | 99.3% | 80.5%+18.8pp | 80.1%+19.2pp | 72.3%+27.0pp |
| Annual return | 25.11% | 25.21%-0.1pp | 905.55%-880.4pp | 97.94%-72.8pp |
| Employer contribution / active EE | $3,317 | $2,477+33.9% | $3,559-6.8% | $2,406+37.8% |
| Participant deferral / active EE | $0 | $6,944-100.0% | $6,563-100.0% | $4,132-100.0% |
| Admin fee / account holder | $1 | $130-99.6% | $7,297-100.0% | $170-99.7% |