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 | $51,766 | $82,163-37.0% | $125,358-58.7% | $64,811-20.1% |
| Participation rate | 88.5% | 77.9%+10.6pp | 82.4%+6.1pp | 71.5%+17.0pp |
| Annual return | -5.20% | 3.49%-8.7pp | 572.03%-577.2pp | 32.83%-38.0pp |
| Employer contribution / active EE | $5,998 | $3,616+65.9% | $4,814+24.6% | $2,506+139.3% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,447-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,007-100.0% | $188-100.0% |