Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $76,115 | $80,781-5.8% | $102,437-25.7% | $74,478+2.2% |
| Participation rate | 98.0% | 65.7%+32.3pp | 74.5%+23.5pp | 67.2%+30.8pp |
| Annual return | 180.69% | 27.58%+153.1pp | 24.95%+155.7pp | 1370.56%-1189.9pp |
| Employer contribution / active EE | $12,940 | $3,160+309.5% | $3,871+234.3% | $2,626+392.7% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |