Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,865 | $92,076-52.4% | $105,608-58.5% | $77,714-43.6% |
| Participation rate | 99.7% | 81.0%+18.6pp | 75.3%+24.4pp | 70.6%+29.1pp |
| Annual return | -28.79% | 17.84%-46.6pp | 116.50%-145.3pp | 31.26%-60.0pp |
| Employer contribution / active EE | $3,831 | $3,370+13.7% | $3,167+21.0% | $2,727+40.5% |
| Participant deferral / active EE | $0 | $5,390-100.0% | $5,010-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $11,028-100.0% | $433-100.0% |