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 | $139,358 | $45,031+209.5% | $85,009+63.9% | $77,671+79.4% |
| Participation rate | 97.9% | 48.7%+49.2pp | 67.5%+30.4pp | 70.6%+27.3pp |
| Annual return | 16.03% | 79.22%-63.2pp | 66.47%-50.4pp | 31.21%-15.2pp |
| Employer contribution / active EE | $11,700 | $1,609+627.0% | $2,728+328.8% | $2,726+329.1% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,522-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $912-100.0% | $6,153-100.0% | $430-100.0% |