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 | $112,596-68.9% | $152,301-77.0% | $64,728-46.0% |
| Participation rate | 98.3% | 63.6%+34.7pp | 82.4%+15.9pp | 57.9%+40.4pp |
| Annual return | 226.22% | 23.76%+202.5pp | 80.50%+145.7pp | 49.38%+176.8pp |
| Employer contribution / active EE | $13,843 | $3,716+272.5% | $4,624+199.3% | $2,243+517.3% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $8,004-100.0% | $2,729-100.0% |
| Admin fee / account holder | $4 | $996-99.6% | $14,398-100.0% | $1,145-99.6% |