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 | $44,781 | $80,781-44.6% | $102,437-56.3% | $74,478-39.9% |
| Participation rate | 98.4% | 65.7%+32.7pp | 74.5%+23.9pp | 67.2%+31.2pp |
| Annual return | 188.96% | 27.58%+161.4pp | 24.95%+164.0pp | 1370.56%-1181.6pp |
| Employer contribution / active EE | $7,196 | $3,160+127.7% | $3,871+85.9% | $2,626+174.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $5 | $2,372-99.8% | $8,388-99.9% | $1,946-99.7% |