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 | $192,127 | $106,236+80.8% | $112,249+71.2% | $64,819+196.4% |
| Participation rate | 99.5% | 71.7%+27.9pp | 75.1%+24.5pp | 71.5%+28.1pp |
| Annual return | 5.15% | -6.02%+11.2pp | 27.48%-22.3pp | 32.84%-27.7pp |
| Employer contribution / active EE | $9,266 | $3,166+192.7% | $3,636+154.9% | $2,507+269.6% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,412-100.0% | $188-100.0% |