Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $56,987 | $72,482-21.4% | $129,118-55.9% | $64,819-12.1% |
| Participation rate | 98.3% | 79.2%+19.0pp | 77.2%+21.0pp | 71.5%+26.8pp |
| Annual return | 192.76% | -9.08%+201.8pp | -10.94%+203.7pp | 32.84%+159.9pp |
| Employer contribution / active EE | $20,932 | $4,247+392.8% | $5,051+314.4% | $2,507+735.0% |
| Participant deferral / active EE | $0 | $5,679-100.0% | $6,539-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $144-100.0% | $14,305-100.0% | $188-100.0% |