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 | $223,429 | $86,341+158.8% | $125,195+78.5% | $65,186+242.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 38.82% | 27.44%+11.4pp | 43.79%-5.0pp | 29.39%+9.4pp |
| Employer contribution / active EE | $14,219 | $2,040+597.2% | $3,866+267.8% | $2,177+553.2% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,704-100.0% | $847-100.0% |