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 | $86,348 | $58,320+48.1% | $86,451-0.1% | $66,949+29.0% |
| Participation rate | 99.2% | 78.6%+20.7pp | 80.3%+18.9pp | 69.8%+29.4pp |
| Annual return | 0.00% | -9.71%+9.7pp | 4398.51%-4398.5pp | 1.57%-1.6pp |
| Employer contribution / active EE | $4,511 | $2,615+72.5% | $3,770+19.7% | $2,545+77.2% |
| Participant deferral / active EE | $0 | $6,899-100.0% | $6,953-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,734-100.0% | $594-100.0% |