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 | $115,552 | $241,850-52.2% | $102,437+12.8% | $200,096-42.3% |
| Participation rate | 98.0% | 78.3%+19.6pp | 74.5%+23.5pp | 72.0%+26.0pp |
| Annual return | 659.19% | 17.67%+641.5pp | 24.95%+634.2pp | 34.26%+624.9pp |
| Employer contribution / active EE | $16,394 | $4,253+285.5% | $3,871+323.5% | $3,038+439.7% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $288-99.9% | $8,388-100.0% | $269-99.9% |