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 | $115,718 | $80,753+43.3% | $136,298-15.1% | $62,293+85.8% |
| Participation rate | 98.3% | 73.5%+24.8pp | 81.9%+16.4pp | 69.5%+28.8pp |
| Annual return | 114.06% | 35.83%+78.2pp | 5156.27%-5042.2pp | 28.90%+85.2pp |
| Employer contribution / active EE | $5,529 | $2,884+91.7% | $4,696+17.8% | $2,042+170.7% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1 | $525-99.8% | $9,244-100.0% | $479-99.8% |