Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,707 | $101,591+52.3% | $147,096+5.2% | $74,429+107.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 555.54% | 8746.45%-8190.9pp | 419.75%+135.8pp | 1368.38%-812.8pp |
| Employer contribution / active EE | $19,326 | $3,813+406.9% | $4,936+291.5% | $2,625+636.3% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |