Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $158,022 | $106,236+48.7% | $112,263+40.8% | $64,824+143.8% |
| Participation rate | 99.5% | 71.7%+27.8pp | 75.1%+24.4pp | 71.5%+28.0pp |
| Annual return | 27.20% | -6.02%+33.2pp | 27.49%-0.3pp | 32.84%-5.6pp |
| Employer contribution / active EE | $8,453 | $3,167+167.0% | $3,636+132.5% | $2,507+237.2% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |