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 | $56,669 | $45,123+25.6% | $85,240-33.5% | $74,478-23.9% |
| Participation rate | 95.7% | 49.4%+46.3pp | 67.5%+28.1pp | 67.2%+28.4pp |
| Annual return | 58.86% | 26.32%+32.5pp | 66.75%-7.9pp | 1370.56%-1311.7pp |
| Employer contribution / active EE | $4,077 | $1,459+179.5% | $2,735+49.1% | $2,626+55.2% |
| Participant deferral / active EE | $0 | $2,736-100.0% | $4,527-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,215-100.0% | $6,165-100.0% | $1,946-100.0% |