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 | $91,319 | $73,638+24.0% | $108,405-15.8% | $79,391+15.0% |
| Participation rate | 99.3% | 77.4%+21.9pp | 80.1%+19.2pp | 70.7%+28.6pp |
| Annual return | 32.70% | 33.27%-0.6pp | 905.55%-872.8pp | 116.88%-84.2pp |
| Employer contribution / active EE | $12,745 | $2,397+431.8% | $3,559+258.1% | $2,428+425.0% |
| Participant deferral / active EE | $0 | $6,218-100.0% | $6,563-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $7,297-100.0% | $627-100.0% |