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 | $35,210 | $50,464-30.2% | $75,784-53.5% | $52,331-32.7% |
| Participation rate | 99.4% | 66.8%+32.6pp | 75.8%+23.6pp | 68.1%+31.3pp |
| Annual return | 5.94% | 1.03%+4.9pp | 9.68%-3.7pp | 4.54%+1.4pp |
| Employer contribution / active EE | $2,487 | $1,988+25.1% | $3,323-25.2% | $1,882+32.2% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |