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 | $74,547 | $65,072+14.6% | $66,439+12.2% | $65,306+14.1% |
| Participation rate | 87.4% | 69.1%+18.3pp | 74.5%+12.9pp | 57.7%+29.7pp |
| Annual return | 1.94% | 21.50%-19.6pp | 757.66%-755.7pp | 21.94%-20.0pp |
| Employer contribution / active EE | $9,320 | $2,475+276.5% | $2,637+253.5% | $1,967+373.8% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,876-100.0% | $2,959-100.0% |
| Admin fee / account holder | $1 | $1,323-99.9% | $6,173-100.0% | $3,480-100.0% |