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 | $13,182 | $75,962-82.6% | $154,108-91.4% | $64,173-79.5% |
| Participation rate | 97.7% | 70.4%+27.3pp | 83.0%+14.6pp | 69.6%+28.1pp |
| Annual return | 84.74% | 30.32%+54.4pp | 735.21%-650.5pp | 7.63%+77.1pp |
| Employer contribution / active EE | $2,089 | $3,350-37.6% | $5,298-60.6% | $2,381-12.2% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |