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 | $64,248 | $82,188-21.8% | $125,401-48.8% | $64,829-0.9% |
| Participation rate | 99.9% | 77.9%+22.0pp | 82.4%+17.5pp | 71.5%+28.4pp |
| Annual return | 25.31% | 3.50%+21.8pp | 572.53%-547.2pp | 32.85%-7.5pp |
| Employer contribution / active EE | $7,187 | $3,617+98.7% | $4,816+49.2% | $2,507+186.7% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $25 | $163-84.9% | $10,008-99.8% | $188-86.9% |