Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $403,756 | $201,372+100.5% | $184,260+119.1% | $145,884+176.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.53% | 29.04%-27.5pp | 28.84%-27.3pp | 551.85%-550.3pp |
| Employer contribution / active EE | $45,915 | $7,024+553.7% | $6,427+614.4% | $4,662+884.8% |
| Participant deferral / active EE | $77,585 | $9,808+691.1% | $9,133+749.5% | $6,690+1059.8% |
| Admin fee / account holder | $91 | $16,362-99.4% | $13,898-99.3% | $13,392-99.3% |