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 | $140,948 | $84,482+66.8% | $125,363+12.4% | $66,930+110.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 59.23% | -8.49%+67.7pp | 572.15%-512.9pp | 1.57%+57.7pp |
| Employer contribution / active EE | $1,880 | $3,553-47.1% | $4,815-61.0% | $2,545-26.1% |
| Participant deferral / active EE | $0 | $6,782-100.0% | $7,447-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,005-100.0% | $593-100.0% |