Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $165,725 | $76,112+117.7% | $96,544+71.7% | $71,529+131.7% |
| Participation rate | 99.5% | 74.4%+25.1pp | 76.0%+23.5pp | 67.9%+31.6pp |
| Annual return | 45.45% | 22.80%+22.6pp | 25.88%+19.6pp | 28.97%+16.5pp |
| Employer contribution / active EE | $44,466 | $2,248+1878.0% | $2,966+1399.0% | $2,590+1616.9% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,254-100.0% | $1,588-100.0% |