Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $63,678 | $78,562-18.9% | $105,608-39.7% | $74,429-14.4% |
| Participation rate | 99.0% | 72.8%+26.2pp | 75.3%+23.7pp | 67.2%+31.8pp |
| Annual return | 33.81% | 15.94%+17.9pp | 116.50%-82.7pp | 1368.38%-1334.6pp |
| Employer contribution / active EE | $4,098 | $2,521+62.5% | $3,167+29.4% | $2,625+56.1% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,217-100.0% | $11,028-100.0% | $1,944-100.0% |