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 | $47,429 | $198,217-76.1% | $67,681-29.9% | - |
| Participation rate | 0.0% | 59.1%-59.1pp | 73.7%-73.7pp | - |
| Annual return | 10.45% | 9.45%+1.0pp | 590.58%-580.1pp | - |
| Employer contribution / active EE | $0 | $1,858-100.0% | $2,678-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,976-100.0% | - |
| Admin fee / account holder | $0 | $27,022-100.0% | $6,100-100.0% | - |