Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $95,867 | $101,672-5.7% | $147,117-34.8% | $74,478+28.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 58.93% | 8757.83%-8698.9pp | 420.54%-361.6pp | 1370.56%-1311.6pp |
| Employer contribution / active EE | $4,909 | $3,813+28.7% | $4,932-0.5% | $2,626+86.9% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $4 | $1,753-99.8% | $12,993-100.0% | $1,946-99.8% |