Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $185,985 | $88,122+111.1% | $141,177+31.7% | $67,579+175.2% |
| Participation rate | 98.0% | 76.5%+21.5pp | 82.5%+15.5pp | 71.3%+26.7pp |
| Annual return | 0.00% | 75.40%-75.4pp | 71.40%-71.4pp | 378.56%-378.6pp |
| Employer contribution / active EE | $13,349 | $3,224+314.0% | $4,736+181.9% | $2,148+521.5% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,263-100.0% | $142-100.0% |