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 | $40,629 | $45,043-9.8% | $85,063-52.2% | $74,400-45.4% |
| Participation rate | 95.1% | 49.4%+45.7pp | 67.5%+27.6pp | 67.2%+27.9pp |
| Annual return | 60.68% | 26.26%+34.4pp | 66.54%-5.9pp | 1367.51%-1306.8pp |
| Employer contribution / active EE | $3,327 | $1,458+128.3% | $2,727+22.0% | $2,624+26.8% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,210-100.0% | $6,155-100.0% | $1,944-100.0% |