Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $42,630 | $55,472-23.2% | $155,567-72.6% | $74,546-42.8% |
| Participation rate | 97.5% | 61.9%+35.6pp | 78.2%+19.3pp | 67.2%+30.3pp |
| Annual return | 13.73% | 268.72%-255.0pp | 64.74%-51.0pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $2,600 | $2,269+14.6% | $4,674-44.4% | $2,624-0.9% |
| Participant deferral / active EE | $4,583 | $2,838+61.5% | $5,628-18.6% | $4,347+5.4% |
| Admin fee / account holder | $8 | $1,743-99.5% | $15,916-99.9% | $1,944-99.6% |