Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,993 | $81,504-38.7% | $102,437-51.2% | $80,959-38.2% |
| Participation rate | 97.4% | 66.9%+30.5pp | 74.5%+22.9pp | 67.7%+29.7pp |
| Annual return | 220.35% | 25.60%+194.8pp | 24.95%+195.4pp | 35.67%+184.7pp |
| Employer contribution / active EE | $20,339 | $3,104+555.3% | $3,871+425.5% | $2,757+637.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |