Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $97,470 | $42,548+129.1% | $74,551+30.7% | $56,289+73.2% |
| Participation rate | 99.0% | 60.5%+38.6pp | 69.1%+29.9pp | 69.9%+29.2pp |
| Annual return | 305.34% | 12.40%+292.9pp | 32.53%+272.8pp | -9.96%+315.3pp |
| Employer contribution / active EE | $7,984 | $855+833.7% | $1,961+307.1% | $2,111+278.2% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,059-100.0% | $521-100.0% |