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 | $107,341 | $84,482+27.1% | $125,363-14.4% | $66,930+60.4% |
| Participation rate | 92.7% | 76.4%+16.3pp | 82.4%+10.3pp | 69.8%+22.9pp |
| Annual return | -17.53% | -8.49%-9.0pp | 572.15%-589.7pp | 1.57%-19.1pp |
| Employer contribution / active EE | $5,122 | $3,553+44.2% | $4,815+6.4% | $2,545+101.3% |
| Participant deferral / active EE | $4,798 | $6,782-29.2% | $7,447-35.6% | $4,238+13.2% |
| Admin fee / account holder | $41 | $685-94.0% | $10,005-99.6% | $593-93.1% |