Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $82,931 | $49,138+68.8% | $84,020-1.3% | $65,185+27.2% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 70.2%+29.8pp |
| Annual return | 85.55% | 23.00%+62.6pp | 71.31%+14.2pp | 29.38%+56.2pp |
| Employer contribution / active EE | $8,116 | $914+788.2% | $1,984+309.2% | $2,177+272.9% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $543-99.7% | $6,101-100.0% | $847-99.8% |