Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,892 | $91,537-51.0% | $130,045-65.5% | $75,173-40.3% |
| Participation rate | 98.7% | 71.5%+27.2pp | 78.5%+20.2pp | 67.2%+31.5pp |
| Annual return | 28.03% | -631.55%+659.6pp | -137.30%+165.3pp | 160.72%-132.7pp |
| Employer contribution / active EE | $3,516 | $2,845+23.6% | $4,321-18.6% | $2,671+31.6% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,780-100.0% | $10,600-100.0% | $5,651-100.0% |