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 | $186,151 | $79,438+134.3% | $106,555+74.7% | $79,391+134.5% |
| Participation rate | 99.2% | 74.2%+25.1pp | 76.1%+23.1pp | 70.7%+28.5pp |
| Annual return | 60.16% | 18.27%+41.9pp | 26.80%+33.4pp | 116.88%-56.7pp |
| Employer contribution / active EE | $16,158 | $2,235+623.0% | $2,819+473.1% | $2,428+565.5% |
| Participant deferral / active EE | $0 | $3,824-100.0% | $4,399-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,408-100.0% | $627-100.0% |