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 | $47,291 | $99,957-52.7% | $149,715-68.4% | $73,493-35.7% |
| Participation rate | 97.3% | 75.7%+21.6pp | 82.5%+14.8pp | 70.7%+26.6pp |
| Annual return | 50.24% | 53.87%-3.6pp | 276.66%-226.4pp | 28.51%+21.7pp |
| Employer contribution / active EE | $3,243 | $3,191+1.6% | $4,645-30.2% | $2,270+42.9% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,310-100.0% | $513-100.0% |