Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $126,846 | $80,781+57.0% | $102,437+23.8% | $74,478+70.3% |
| Participation rate | 97.5% | 65.7%+31.8pp | 74.5%+23.0pp | 67.2%+30.3pp |
| Annual return | 29.49% | 27.58%+1.9pp | 24.95%+4.5pp | 1370.56%-1341.1pp |
| Employer contribution / active EE | $2,505 | $3,160-20.7% | $3,871-35.3% | $2,626-4.6% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $3 | $2,372-99.9% | $8,388-100.0% | $1,946-99.9% |