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 | $148,916 | $50,151+196.9% | $149,696-0.5% | $80,157+85.8% |
| Participation rate | 95.9% | 64.3%+31.6pp | 78.8%+17.1pp | 72.9%+23.0pp |
| Annual return | 19.54% | 29.80%-10.3pp | 134.46%-114.9pp | 40.39%-20.9pp |
| Employer contribution / active EE | $6,629 | $1,867+255.1% | $4,821+37.5% | $2,977+122.6% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,682-100.0% | $5,015-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $13,212-100.0% | $145-100.0% |