Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $40,775 | $79,189-48.5% | $102,457-60.2% | $74,400-45.2% |
| Participation rate | 97.2% | 74.8%+22.4pp | 76.5%+20.7pp | 67.2%+30.0pp |
| Annual return | 16.46% | 54.98%-38.5pp | 29.41%-12.9pp | 1367.51%-1351.0pp |
| Employer contribution / active EE | $9,729 | $2,362+311.8% | $3,022+221.9% | $2,624+270.7% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,451-100.0% | $1,944-100.0% |