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 | $56,010 | $60,795-7.9% | $69,483-19.4% | $65,186-14.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 4.72% | 17.46%-12.7pp | 28.99%-24.3pp | 29.39%-24.7pp |
| Employer contribution / active EE | $7,742 | $2,452+215.7% | $2,780+178.5% | $2,177+255.7% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,537-100.0% | $3,514-100.0% |
| Admin fee / account holder | $4 | $314-98.7% | $3,841-99.9% | $847-99.5% |