Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,855 | $69,511-36.9% | $94,664-53.7% | $71,511-38.7% |
| Participation rate | 99.4% | 78.4%+21.0pp | 80.8%+18.6pp | 67.9%+31.5pp |
| Annual return | 76.01% | 29.67%+46.3pp | 156.84%-80.8pp | 28.86%+47.2pp |
| Employer contribution / active EE | $4,926 | $2,853+72.7% | $3,673+34.1% | $2,589+90.3% |
| Participant deferral / active EE | $0 | $7,348-100.0% | $7,417-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,211-100.0% | $7,222-100.0% | $1,588-100.0% |