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 | $50,181 | $102,422-51.0% | $147,117-65.9% | $80,959-38.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 22.26% | 135.16%-112.9pp | 420.54%-398.3pp | 35.67%-13.4pp |
| Employer contribution / active EE | $7,140 | $3,717+92.1% | $4,932+44.7% | $2,757+159.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |