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 | $133,010 | $78,682+69.0% | $109,188+21.8% | $85,851+54.9% |
| Participation rate | 85.7% | 68.3%+17.4pp | 75.9%+9.8pp | 69.3%+16.4pp |
| Annual return | 11.88% | 25.09%-13.2pp | 25.76%-13.9pp | 318.63%-306.8pp |
| Employer contribution / active EE | $4,844 | $2,734+77.2% | $3,723+30.1% | $2,565+88.8% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2 | $5,470-100.0% | $6,755-100.0% | $6,261-100.0% |