Sign up free to preview peer percentile detail
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 | $30,250 | $80,731-62.5% | $103,378-70.7% | $74,400-59.3% |
| Participation rate | 97.6% | 65.7%+31.9pp | 74.5%+23.1pp | 67.2%+30.3pp |
| Annual return | 0.00% | 27.56%-27.6pp | 24.91%-24.9pp | 1367.51%-1367.5pp |
| Employer contribution / active EE | $9,146 | $3,159+189.5% | $3,870+136.3% | $2,624+248.5% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,401-100.0% | $1,944-100.0% |