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 | $126,704 | $83,045+52.6% | $130,045-2.6% | $71,511+77.2% |
| Participation rate | 99.0% | 74.1%+24.8pp | 78.5%+20.5pp | 67.9%+31.0pp |
| Annual return | 27.90% | 20.61%+7.3pp | -137.30%+165.2pp | 28.86%-1.0pp |
| Employer contribution / active EE | $8,178 | $2,623+211.7% | $4,321+89.2% | $2,589+215.8% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,820-100.0% | $4,291-100.0% |
| Admin fee / account holder | $14 | $1,727-99.2% | $10,600-99.9% | $1,588-99.1% |