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 | $93,645 | $83,369+12.3% | $105,223-11.0% | $67,986+37.7% |
| Participation rate | 98.5% | 56.3%+42.2pp | 75.0%+23.5pp | 57.2%+41.3pp |
| Annual return | 334.62% | 24.64%+310.0pp | 180.65%+154.0pp | 31.67%+303.0pp |
| Employer contribution / active EE | $7,232 | $2,541+184.7% | $3,689+96.1% | $2,019+258.3% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,073-100.0% | $8,859-100.0% | $3,203-100.0% |