Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,650 | $84,499-67.3% | $125,391-77.9% | $66,949-58.7% |
| Participation rate | 98.3% | 76.4%+21.9pp | 82.4%+15.9pp | 69.8%+28.5pp |
| Annual return | 28.90% | -8.49%+37.4pp | 572.41%-543.5pp | 1.57%+27.3pp |
| Employer contribution / active EE | $5,164 | $3,554+45.3% | $4,816+7.2% | $2,545+102.9% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $2 | $685-99.7% | $10,009-100.0% | $594-99.7% |