Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $137,691 | $54,674+151.8% | $76,089+81.0% | $74,429+85.0% |
| Participation rate | 92.5% | 60.3%+32.2pp | 69.1%+23.5pp | 67.2%+25.3pp |
| Annual return | 48.41% | 31.89%+16.5pp | 360.94%-312.5pp | 1368.38%-1320.0pp |
| Employer contribution / active EE | $3,582 | $1,781+101.1% | $2,690+33.2% | $2,625+36.5% |
| Participant deferral / active EE | $0 | $3,071-100.0% | $4,259-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,238-100.0% | $6,418-100.0% | $1,944-100.0% |