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 | $81,362 | $82,972-1.9% | $103,374-21.3% | $77,671+4.8% |
| Participation rate | 96.8% | 71.5%+25.3pp | 74.5%+22.3pp | 70.6%+26.3pp |
| Annual return | 73.01% | 19.14%+53.9pp | 24.89%+48.1pp | 31.21%+41.8pp |
| Employer contribution / active EE | $1,176 | $3,554-66.9% | $3,869-69.6% | $2,726-56.9% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |