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 | $168,937 | $63,114+167.7% | $92,915+81.8% | $65,186+159.2% |
| Participation rate | 96.2% | 68.8%+27.5pp | 76.0%+20.2pp | 70.2%+26.0pp |
| Annual return | 0.00% | 28.75%-28.8pp | 109.45%-109.4pp | 29.39%-29.4pp |
| Employer contribution / active EE | $28,854 | $2,571+1022.5% | $3,653+689.8% | $2,177+1225.5% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |