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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,309 | $111,608-61.2% | $177,848-75.6% | $73,412-41.0% |
| Participation rate | 99.5% | 87.9%+11.7pp | 87.7%+11.8pp | 72.2%+27.4pp |
| Annual return | -15.62% | 18.23%-33.8pp | 48.33%-63.9pp | 59.30%-74.9pp |
| Employer contribution / active EE | $3,399 | $3,796-10.5% | $5,919-42.6% | $2,234+52.2% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $12,431-100.0% | $158-100.0% |