Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $165,970 | $82,163+102.0% | $125,381+32.4% | $64,819+156.1% |
| Participation rate | 98.2% | 77.9%+20.3pp | 82.4%+15.8pp | 71.5%+26.7pp |
| Annual return | 157.44% | 3.49%+154.0pp | 572.31%-414.9pp | 32.84%+124.6pp |
| Employer contribution / active EE | $19,052 | $3,616+426.8% | $4,815+295.6% | $2,507+660.0% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,007-100.0% | $188-100.0% |