Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $347,343 | $60,607+473.1% | $189,558+83.2% | $86,813+300.1% |
| Participation rate | 100.0% | 68.9%+31.1pp | 78.5%+21.5pp | 72.3%+27.7pp |
| Annual return | -12.97% | 65.18%-78.2pp | 64.19%-77.2pp | 97.93%-110.9pp |
| Employer contribution / active EE | $0 | $1,626-100.0% | $4,412-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $3,895-100.0% | $6,174-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $159-100.0% | $9,809-100.0% | $170-100.0% |