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 | $248,315 | $55,446+347.8% | $155,574+59.6% | $74,429+233.6% |
| Participation rate | 92.6% | 61.9%+30.7pp | 78.2%+14.4pp | 67.2%+25.4pp |
| Annual return | 22.78% | 269.20%-246.4pp | 64.87%-42.1pp | 1368.38%-1345.6pp |
| Employer contribution / active EE | $7,692 | $2,266+239.4% | $4,676+64.5% | $2,625+193.1% |
| Participant deferral / active EE | $4,705 | $2,836+65.9% | $5,629-16.4% | $4,348+8.2% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,914-100.0% | $1,944-100.0% |