Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $104,150 | $65,437+59.2% | $86,698+20.1% | $66,949+55.6% |
| Participation rate | 97.7% | 75.5%+22.3pp | 76.6%+21.1pp | 69.8%+27.9pp |
| Annual return | 79.65% | -10.91%+90.6pp | 35.96%+43.7pp | 1.57%+78.1pp |
| Employer contribution / active EE | $15,865 | $2,154+636.7% | $2,837+459.2% | $2,545+523.3% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |