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 | $148,112 | $84,499+75.3% | $125,391+18.1% | $66,949+121.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.58% | -8.49%-9.1pp | 572.41%-590.0pp | 1.57%-19.1pp |
| Employer contribution / active EE | $3,637 | $3,554+2.3% | $4,816-24.5% | $2,545+42.9% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $5 | $685-99.2% | $10,009-99.9% | $594-99.1% |