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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,827 | $55,449-60.6% | $83,831-74.0% | $56,289-61.2% |
| Participation rate | 99.3% | 68.0%+31.3pp | 76.1%+23.2pp | 69.9%+29.4pp |
| Annual return | -62.21% | -1.38%-60.8pp | 850.99%-913.2pp | -9.96%-52.3pp |
| Employer contribution / active EE | $2,522 | $2,430+3.8% | $3,631-30.5% | $2,111+19.5% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |