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 | $157,718 | $69,745+126.1% | $67,511+133.6% | $74,546+111.6% |
| Participation rate | 100.0% | 71.3%+28.7pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 22.27% | -40.37%+62.6pp | 3517.41%-3495.1pp | 1366.03%-1343.8pp |
| Employer contribution / active EE | $14,729 | $2,705+444.5% | $2,733+439.0% | $2,624+461.3% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $894-100.0% | $3,999-100.0% | $1,944-100.0% |