Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,638 | $50,666-51.4% | $76,657-67.9% | $65,185-62.2% |
| Participation rate | 99.2% | 68.8%+30.4pp | 72.1%+27.1pp | 70.2%+29.0pp |
| Annual return | 0.00% | 28.51%-28.5pp | 1166.74%-1166.7pp | 29.38%-29.4pp |
| Employer contribution / active EE | $469 | $1,575-70.2% | $2,303-79.6% | $2,177-78.5% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,335-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $463-100.0% | $6,423-100.0% | $847-100.0% |