Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $150,959 | $76,696+96.8% | $96,538+56.4% | $71,529+111.0% |
| Participation rate | 99.5% | 66.6%+33.0pp | 74.3%+25.2pp | 67.9%+31.6pp |
| Annual return | 82.30% | 48.32%+34.0pp | 35.74%+46.6pp | 28.97%+53.3pp |
| Employer contribution / active EE | $12,876 | $3,032+324.7% | $3,740+244.2% | $2,590+397.2% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |