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 | $192,709 | $54,213+255.5% | $93,696+105.7% | $77,736+147.9% |
| Participation rate | 99.4% | 64.0%+35.4pp | 68.7%+30.7pp | 70.6%+28.8pp |
| Annual return | 13.41% | 30.55%-17.1pp | 133.74%-120.3pp | 31.26%-17.8pp |
| Employer contribution / active EE | $6,407 | $1,168+448.5% | $2,422+164.6% | $2,728+134.9% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $575-100.0% | $8,287-100.0% | $433-100.0% |