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 | $78,818 | $122,259-35.5% | $147,041-46.4% | $199,874-60.6% |
| Participation rate | 99.8% | 78.3%+21.6pp | 82.2%+17.7pp | 72.0%+27.8pp |
| Annual return | -38.82% | 30.58%-69.4pp | 419.21%-458.0pp | 34.28%-73.1pp |
| Employer contribution / active EE | $6,766 | $4,097+65.1% | $4,935+37.1% | $3,036+122.8% |
| Participant deferral / active EE | $0 | $8,504-100.0% | $8,071-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $179-100.0% | $13,006-100.0% | $269-100.0% |