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 | $213,263 | $101,653+109.8% | $147,080+45.0% | $74,459+186.4% |
| Participation rate | 98.1% | 75.6%+22.6pp | 82.2%+16.0pp | 67.2%+30.9pp |
| Annual return | 27.04% | 8754.98%-8727.9pp | 420.17%-393.1pp | 1369.70%-1342.7pp |
| Employer contribution / active EE | $15,640 | $3,813+310.1% | $4,933+217.0% | $2,626+495.6% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |