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 | $87,009 | $38,365+126.8% | $84,628+2.8% | $65,185+33.5% |
| Participation rate | 100.0% | 55.7%+44.3pp | 68.2%+31.8pp | 70.2%+29.8pp |
| Annual return | 22.14% | 32.00%-9.9pp | 258.80%-236.7pp | 29.38%-7.2pp |
| Employer contribution / active EE | $7,749 | $1,258+515.8% | $2,653+192.1% | $2,177+256.0% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,900-100.0% | $3,514-100.0% |
| Admin fee / account holder | $37 | $451-91.7% | $4,914-99.2% | $847-95.6% |