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 | $37,455 | $73,988-49.4% | $96,538-61.2% | $75,177-50.2% |
| Participation rate | 96.8% | 66.4%+30.3pp | 74.3%+22.4pp | 67.2%+29.6pp |
| Annual return | 134.52% | 26.73%+107.8pp | 35.74%+98.8pp | 160.75%-26.2pp |
| Employer contribution / active EE | $7,976 | $2,930+172.2% | $3,740+113.2% | $2,671+198.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $30 | $5,220-99.4% | $6,737-99.6% | $5,651-99.5% |