Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,903 | $41,617-61.8% | $84,637-81.2% | $77,775-79.6% |
| Participation rate | 78.1% | 45.0%+33.1pp | 68.2%+9.9pp | 73.2%+4.9pp |
| Annual return | 0.00% | 24.97%-25.0pp | 258.82%-258.8pp | 32.58%-32.6pp |
| Employer contribution / active EE | $3,921 | $1,061+269.5% | $2,653+47.8% | $2,504+56.6% |
| Participant deferral / active EE | $0 | $2,129-100.0% | $3,900-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $4,914-100.0% | $100-100.0% |