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 | $24,602 | $73,102-66.3% | $123,553-80.1% | $56,289-56.3% |
| Participation rate | 97.2% | 74.3%+22.9pp | 82.3%+14.9pp | 69.9%+27.3pp |
| Annual return | -11.71% | 3.01%-14.7pp | 119.21%-130.9pp | -9.96%-1.8pp |
| Employer contribution / active EE | $2,736 | $2,977-8.1% | $4,628-40.9% | $2,111+29.6% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |