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 | $90,026 | $101,672-11.5% | $147,117-38.8% | $74,478+20.9% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.2%+15.1pp | 67.2%+30.1pp |
| Annual return | 1497.04% | 8757.83%-7260.8pp | 420.54%+1076.5pp | 1370.56%+126.5pp |
| Employer contribution / active EE | $10,060 | $3,813+163.8% | $4,932+103.9% | $2,626+283.0% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |