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 | $79,601 | $100,801-21.0% | $149,730-46.8% | $73,412+8.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 27.83% | 265.34%-237.5pp | 276.70%-248.9pp | 59.30%-31.5pp |
| Employer contribution / active EE | $8,589 | $3,312+159.4% | $4,645+84.9% | $2,234+284.5% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-99.9% | $9,310-100.0% | $158-99.9% |