Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $230,143 | $89,123+158.2% | $102,460+124.6% | $77,762+196.0% |
| Participation rate | 99.7% | 80.9%+18.8pp | 76.5%+23.2pp | 70.6%+29.2pp |
| Annual return | 18.25% | 25.05%-6.8pp | 29.47%-11.2pp | 31.27%-13.0pp |
| Employer contribution / active EE | $5,998 | $2,700+122.2% | $3,025+98.3% | $2,728+119.9% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |