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 | $100,017 | $185,342-46.0% | $111,308-10.1% | $86,821+15.2% |
| Participation rate | 80.2% | 81.0%-0.7pp | 77.3%+2.9pp | 72.3%+8.0pp |
| Annual return | 20.33% | 500.80%-480.5pp | 54.67%-34.3pp | 97.94%-77.6pp |
| Employer contribution / active EE | $7,115 | $2,246+216.8% | $2,732+160.5% | $2,406+195.7% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,965-100.0% | $170-100.0% |