Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 1 actuary disclosure
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $205,371-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 56.2%-56.2pp | 18.6%-18.6pp |
| Annual return | 4.11% | 9.77%-5.7pp | 5.90%-1.8pp | 9.77%-5.7pp |
| Employer contribution / active EE | $5,556 | $13,890-60.0% | $24,714-77.5% | $13,890-60.0% |
| Participant deferral / active EE | $0 | $102-100.0% | $644-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $13,227-100.0% | $2,893-100.0% |