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 | $130,906 | $73,404+78.3% | $87,103+50.3% | $67,582+93.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 23.06% | 48.29%-25.2pp | 28.19%-5.1pp | 378.57%-355.5pp |
| Employer contribution / active EE | $6,852 | $2,014+240.2% | $2,521+171.7% | $2,148+219.0% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,491-100.0% | $142-100.0% |