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 | $40,868 | $101,499-59.7% | $147,005-72.2% | $74,546-45.2% |
| Participation rate | 82.2% | 75.5%+6.6pp | 82.2%0pp | 67.2%+15.0pp |
| Annual return | 132.93% | 8732.34%-8599.4pp | 418.76%-285.8pp | 1366.03%-1233.1pp |
| Employer contribution / active EE | $2,565 | $3,811-32.7% | $4,934-48.0% | $2,624-2.3% |
| Participant deferral / active EE | $4,624 | $7,304-36.7% | $8,070-42.7% | $4,347+6.4% |
| Admin fee / account holder | $39 | $1,748-97.8% | $13,006-99.7% | $1,944-98.0% |