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 | $25,446 | $39,243-35.2% | $80,784-68.5% | $79,389-67.9% |
| Participation rate | 98.9% | 41.0%+57.9pp | 54.2%+44.7pp | 70.7%+28.2pp |
| Annual return | 37.13% | 98.95%-61.8pp | 87.31%-50.2pp | 116.89%-79.8pp |
| Employer contribution / active EE | $2,154 | $593+263.2% | $1,160+85.7% | $2,428-11.3% |
| Participant deferral / active EE | $0 | $1,262-100.0% | $2,145-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $647-100.0% | $3,380-100.0% | $626-100.0% |