Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $107,381 | $84,499+27.1% | $125,391-14.4% | $66,949+60.4% |
| Participation rate | 95.7% | 76.4%+19.2pp | 82.4%+13.3pp | 69.8%+25.8pp |
| Annual return | 41.02% | -8.49%+49.5pp | 572.41%-531.4pp | 1.57%+39.4pp |
| Employer contribution / active EE | $6,717 | $3,554+89.0% | $4,816+39.5% | $2,545+163.9% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |