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 | $211,373 | $27,639+664.8% | $61,501+243.7% | $68,490+208.6% |
| Participation rate | 99.0% | 39.5%+59.5pp | 52.6%+46.4pp | 67.9%+31.1pp |
| Annual return | 53.52% | -13.19%+66.7pp | 339.04%-285.5pp | -7.85%+61.4pp |
| Employer contribution / active EE | $1,545 | $696+121.9% | $1,160+33.2% | $2,597-40.5% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $2,012-100.0% | $2,132-100.0% | $5,403-100.0% |