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 | $59,915 | $75,183-20.3% | $123,894-51.6% | $55,167+8.6% |
| Participation rate | 97.4% | 72.8%+24.6pp | 81.4%+16.0pp | 69.0%+28.4pp |
| Annual return | 52.28% | 19.01%+33.3pp | 47.52%+4.8pp | 169.23%-116.9pp |
| Employer contribution / active EE | $3,942 | $2,823+39.6% | $4,617-14.6% | $1,963+100.9% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |