Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $78,231 | $55,470+41.0% | $155,556-49.7% | $74,478+5.0% |
| Participation rate | 96.3% | 61.9%+34.4pp | 78.2%+18.1pp | 67.2%+29.1pp |
| Annual return | 36.79% | 269.80%-233.0pp | 64.84%-28.0pp | 1370.56%-1333.8pp |
| Employer contribution / active EE | $2,010 | $2,267-11.3% | $4,675-57.0% | $2,626-23.4% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,744-100.0% | $15,885-100.0% | $1,946-100.0% |