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 | $22,074 | $55,472-60.2% | $155,567-85.8% | $74,546-70.4% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 15.80% | 268.72%-252.9pp | 64.74%-48.9pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $1,633 | $2,269-28.0% | $4,674-65.1% | $2,624-37.8% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $151 | $1,743-91.3% | $15,916-99.0% | $1,944-92.2% |