Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,851 | $88,672-82.1% | $105,223-84.9% | $82,448-80.8% |
| Participation rate | 98.6% | 67.9%+30.6pp | 75.0%+23.5pp | 68.1%+30.5pp |
| Annual return | -70.83% | 30.86%-101.7pp | 180.65%-251.5pp | 41.64%-112.5pp |
| Employer contribution / active EE | $11,676 | $3,048+283.1% | $3,689+216.6% | $2,551+357.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |