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 | $167,835 | $55,449+202.7% | $83,831+100.2% | $56,289+198.2% |
| Participation rate | 99.0% | 68.0%+31.0pp | 76.1%+22.9pp | 69.9%+29.2pp |
| Annual return | -1.57% | -1.38%-0.2pp | 850.99%-852.6pp | -9.96%+8.4pp |
| Employer contribution / active EE | $11,282 | $2,430+364.2% | $3,631+210.7% | $2,111+434.4% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |