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 | $20,446 | $46,423-56.0% | $75,900-73.1% | $67,582-69.7% |
| Participation rate | 99.2% | 63.1%+36.1pp | 69.3%+29.9pp | 71.3%+27.9pp |
| Annual return | 0.00% | 32.29%-32.3pp | 30.73%-30.7pp | 378.57%-378.6pp |
| Employer contribution / active EE | $3,063 | $1,406+117.8% | $2,501+22.5% | $2,148+42.6% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,604-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $5,421-100.0% | $142-100.0% |