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 | $38,710 | $46,332-16.5% | $143,799-73.1% | $64,819-40.3% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | 23.15% | -10.05%+33.2pp | -0.04%+23.2pp | 32.84%-9.7pp |
| Employer contribution / active EE | $3,257 | $1,911+70.4% | $4,952-34.2% | $2,507+29.9% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $14,677-100.0% | $188-100.0% |