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 | $90,030 | $106,110-15.2% | $147,005-38.8% | $77,671+15.9% |
| Participation rate | 89.6% | 78.4%+11.2pp | 82.2%+7.5pp | 70.6%+19.0pp |
| Annual return | 30.48% | 56.77%-26.3pp | 418.76%-388.3pp | 31.21%-0.7pp |
| Employer contribution / active EE | $11,341 | $4,065+179.0% | $4,934+129.9% | $2,726+316.0% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-99.9% | $13,006-100.0% | $430-100.0% |