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 | $59,729 | $80,748-26.0% | $102,383-41.7% | $74,429-19.8% |
| Participation rate | 97.2% | 65.7%+31.5pp | 74.5%+22.6pp | 67.2%+29.9pp |
| Annual return | 336.36% | 27.57%+308.8pp | 24.94%+311.4pp | 1368.38%-1032.0pp |
| Employer contribution / active EE | $3,531 | $3,159+11.8% | $3,870-8.8% | $2,625+34.5% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |