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 | $41,731 | $52,884-21.1% | $84,753-50.8% | $55,167-24.4% |
| Participation rate | 95.5% | 67.5%+28.0pp | 76.6%+18.9pp | 69.0%+26.5pp |
| Annual return | 108.05% | 18.03%+90.0pp | 22.78%+85.3pp | 169.23%-61.2pp |
| Employer contribution / active EE | $5,852 | $2,233+162.0% | $3,574+63.7% | $1,963+198.2% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |