Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $222,504 | $69,383+220.7% | $101,275+119.7% | $73,497+202.7% |
| Participation rate | 97.1% | 68.4%+28.7pp | 75.8%+21.3pp | 70.7%+26.4pp |
| Annual return | 31.34% | 18.46%+12.9pp | 46.48%-15.1pp | 28.51%+2.8pp |
| Employer contribution / active EE | $30,985 | $2,628+1078.9% | $3,660+746.6% | $2,270+1264.9% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $704-99.9% | $5,948-100.0% | $513-99.8% |