Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $85,610 | $89,225-4.1% | $133,698-36.0% | $74,478+14.9% |
| Participation rate | 100.0% | 69.4%+30.6pp | 76.4%+23.6pp | 67.2%+32.8pp |
| Annual return | 17.53% | 22.76%-5.2pp | 580.90%-563.4pp | 1370.56%-1353.0pp |
| Employer contribution / active EE | $5,166 | $2,816+83.5% | $4,218+22.5% | $2,626+96.7% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $7,016-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,545-100.0% | $6,703-100.0% | $1,946-100.0% |