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 | $49,354 | $31,679+55.8% | $74,723-34.0% | $65,186-24.3% |
| Participation rate | 95.4% | 40.4%+55.1pp | 54.5%+41.0pp | 70.2%+25.2pp |
| Annual return | 37.72% | 39.04%-1.3pp | 753.18%-715.5pp | 29.39%+8.3pp |
| Employer contribution / active EE | $6,029 | $566+965.2% | $1,084+456.1% | $2,177+177.0% |
| Participant deferral / active EE | $0 | $1,191-100.0% | $1,962-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $379-99.8% | $3,335-100.0% | $847-99.9% |