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 | $199,348 | $59,191+236.8% | $76,767+159.7% | $56,289+254.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 9.08% | 6.62%+2.5pp | 2.43%+6.6pp | -9.96%+19.0pp |
| Employer contribution / active EE | $11,163 | $1,759+534.7% | $2,485+349.2% | $2,111+428.8% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |