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 | $73,940 | $58,347+26.7% | $85,709-13.7% | $86,821-14.8% |
| Participation rate | 99.7% | 64.9%+34.8pp | 69.9%+29.9pp | 72.3%+27.4pp |
| Annual return | 59.10% | 18.43%+40.7pp | 21.49%+37.6pp | 97.94%-38.8pp |
| Employer contribution / active EE | $14,583 | $1,751+733.0% | $2,619+456.9% | $2,406+506.1% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,924-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $147-100.0% | $6,876-100.0% | $170-100.0% |