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 | $99,605 | $69,305+43.7% | $82,312+21.0% | $69,631+43.0% |
| Participation rate | 95.9% | 80.3%+15.6pp | 76.9%+19.0pp | 70.7%+25.2pp |
| Annual return | 16.80% | 21.47%-4.7pp | 25.88%-9.1pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $6,979 | $1,887+270.0% | $2,428+187.4% | $2,032+243.4% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-99.9% | $5,608-100.0% | $110-99.9% |