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 | $34,964 | $110,483-68.4% | $145,433-76.0% | $79,634-56.1% |
| Participation rate | 98.3% | 71.1%+27.2pp | 82.1%+16.2pp | 62.5%+35.8pp |
| Annual return | 226.22% | 24.62%+201.6pp | 66.58%+159.6pp | 36.46%+189.8pp |
| Employer contribution / active EE | $13,843 | $4,053+241.6% | $4,554+203.9% | $2,529+447.3% |
| Participant deferral / active EE | $0 | $7,216-100.0% | $7,897-100.0% | $3,835-100.0% |
| Admin fee / account holder | $4 | $680-99.4% | $13,129-100.0% | $1,002-99.6% |