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 | $112,346 | $54,679+105.5% | $76,119+47.6% | $74,459+50.9% |
| Participation rate | 93.4% | 60.3%+33.1pp | 69.1%+24.3pp | 67.2%+26.2pp |
| Annual return | 11.00% | 31.90%-20.9pp | 361.25%-350.2pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $14,578 | $1,781+718.3% | $2,693+441.4% | $2,626+455.2% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $4,259-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,238-100.0% | $6,421-100.0% | $1,945-100.0% |