Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $54,425 | $102,393-46.8% | $147,041-63.0% | $80,911-32.7% |
| Participation rate | 97.7% | 75.9%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 16.10% | 134.95%-118.8pp | 419.21%-403.1pp | 35.63%-19.5pp |
| Employer contribution / active EE | $3,812 | $3,715+2.6% | $4,935-22.8% | $2,756+38.3% |
| Participant deferral / active EE | $10,362 | $6,647+55.9% | $8,071+28.4% | $4,297+141.1% |
| Admin fee / account holder | $0 | $7,943-100.0% | $13,006-100.0% | $6,935-100.0% |