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 | $40,002 | $80,177-50.1% | $123,894-67.7% | $57,658-30.6% |
| Participation rate | 95.1% | 74.4%+20.7pp | 81.4%+13.7pp | 70.2%+24.9pp |
| Annual return | 38.19% | 17.90%+20.3pp | 47.52%-9.3pp | 5.13%+33.1pp |
| Employer contribution / active EE | $4,233 | $2,913+45.3% | $4,617-8.3% | $1,974+114.5% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-99.8% | $8,357-100.0% | $95-99.8% |