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 | $66,946 | $75,388-11.2% | $123,553-45.8% | $55,725+20.1% |
| Participation rate | 94.8% | 75.7%+19.2pp | 82.3%+12.5pp | 70.9%+24.0pp |
| Annual return | 42.98% | 4.48%+38.5pp | 119.21%-76.2pp | 244.93%-201.9pp |
| Employer contribution / active EE | $4,956 | $3,063+61.8% | $4,628+7.1% | $2,078+138.5% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-99.9% | $9,284-100.0% | $115-99.8% |