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 | $49,752 | $99,957-50.2% | $149,745-66.8% | $73,497-32.3% |
| Participation rate | 98.6% | 75.7%+22.9pp | 82.5%+16.1pp | 70.7%+27.9pp |
| Annual return | 120.46% | 53.87%+66.6pp | 276.72%-156.3pp | 28.51%+91.9pp |
| Employer contribution / active EE | $876 | $3,191-72.6% | $4,646-81.2% | $2,270-61.4% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |