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 | $148,892 | $84,507+76.2% | $125,401+18.7% | $66,954+122.4% |
| Participation rate | 94.6% | 76.4%+18.2pp | 82.4%+12.2pp | 69.8%+24.8pp |
| Annual return | -15.34% | -8.51%-6.8pp | 572.53%-587.9pp | 1.57%-16.9pp |
| Employer contribution / active EE | $1,881 | $3,554-47.1% | $4,816-60.9% | $2,545-26.1% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,008-100.0% | $594-100.0% |