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.
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 | $53,536 | $86,897-38.4% | $151,645-64.7% | $64,824-17.4% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.5%+11.5pp | 71.5%+27.5pp |
| Annual return | 1.85% | -3.57%+5.4pp | 3.34%-1.5pp | 32.84%-31.0pp |
| Employer contribution / active EE | $3,798 | $4,010-5.3% | $6,165-38.4% | $2,507+51.5% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,614-100.0% | $188-100.0% |