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 | $139,046 | $88,137+57.8% | $164,975-15.7% | $74,429+86.8% |
| Participation rate | 95.9% | 73.1%+22.8pp | 78.6%+17.3pp | 67.2%+28.7pp |
| Annual return | 11.70% | 17.13%-5.4pp | 70.12%-58.4pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $8,141 | $2,597+213.4% | $4,343+87.5% | $2,625+210.1% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,231-100.0% | $12,688-100.0% | $1,944-100.0% |