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 | $50,129 | $81,476-38.5% | $102,383-51.0% | $80,925-38.1% |
| Participation rate | 95.8% | 66.8%+29.0pp | 74.5%+21.3pp | 67.7%+28.2pp |
| Annual return | 108.46% | 25.59%+82.9pp | 24.94%+83.5pp | 35.65%+72.8pp |
| Employer contribution / active EE | $20,338 | $3,105+555.1% | $3,870+425.5% | $2,756+637.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,391-100.0% | $6,940-100.0% |