Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $91,464 | $54,237+68.6% | $90,336+1.2% | $67,584+35.3% |
| Participation rate | 99.4% | 68.6%+30.8pp | 73.3%+26.2pp | 71.3%+28.2pp |
| Annual return | 26.87% | 37.27%-10.4pp | 78.15%-51.3pp | 378.59%-351.7pp |
| Employer contribution / active EE | $5,034 | $1,846+172.7% | $2,856+76.2% | $2,148+134.4% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,886-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,357-100.0% | $142-100.0% |