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 | $89,201 | $84,493+5.6% | $125,381-28.9% | $66,938+33.3% |
| Participation rate | 97.5% | 76.4%+21.1pp | 82.4%+15.1pp | 69.8%+27.7pp |
| Annual return | -13.17% | -8.49%-4.7pp | 572.31%-585.5pp | 1.58%-14.7pp |
| Employer contribution / active EE | $6,250 | $3,554+75.9% | $4,815+29.8% | $2,545+145.6% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,007-100.0% | $594-100.0% |