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 | $149,135 | $106,247+40.4% | $147,096+1.4% | $77,714+91.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 16.60% | 56.87%-40.3pp | 419.75%-403.1pp | 31.26%-14.7pp |
| Employer contribution / active EE | $12,622 | $4,069+210.2% | $4,936+155.7% | $2,727+362.9% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $1 | $338-99.8% | $13,005-100.0% | $433-99.9% |