Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $99,426 | $73,532+35.2% | $178,505-44.3% | $74,478+33.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 43.78% | 17.49%+26.3pp | 27.16%+16.6pp | 1370.56%-1326.8pp |
| Employer contribution / active EE | $3,785 | $2,221+70.5% | $3,955-4.3% | $2,626+44.1% |
| Participant deferral / active EE | $0 | $4,519-100.0% | $6,280-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,813-100.0% | $10,428-100.0% | $1,946-100.0% |