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 | $22,987 | $41,854-45.1% | $73,836-68.9% | $52,331-56.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 4.22% | 2.11%+2.1pp | 2268.06%-2263.8pp | 4.54%-0.3pp |
| Employer contribution / active EE | $1,107 | $1,920-42.4% | $2,787-60.3% | $1,882-41.2% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $4,882-100.0% | $592-100.0% |