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 | $228,519 | $121,341+88.3% | $189,520+20.6% | $79,393+187.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 37.54% | 21.08%+16.5pp | 555.25%-517.7pp | 116.87%-79.3pp |
| Employer contribution / active EE | $13,899 | $3,915+255.1% | $6,161+125.6% | $2,428+472.5% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,046-100.0% | $627-100.0% |