Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $79,285 | $72,303+9.7% | $86,698-8.5% | $64,824+22.3% |
| Participation rate | 98.7% | 80.4%+18.3pp | 76.6%+22.1pp | 71.5%+27.3pp |
| Annual return | 88.95% | 392.77%-303.8pp | 35.96%+53.0pp | 32.84%+56.1pp |
| Employer contribution / active EE | $6,083 | $2,393+154.2% | $2,837+114.4% | $2,507+142.6% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |