Sign up free to preview peer percentile detail
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,462 | $88,183-84.7% | $107,187-87.4% | $71,012-81.0% |
| Participation rate | 98.1% | 67.5%+30.6pp | 75.0%+23.1pp | 58.6%+39.6pp |
| Annual return | 0.00% | 16.47%-16.5pp | 204.55%-204.5pp | 37.67%-37.7pp |
| Employer contribution / active EE | $13,258 | $3,914+238.7% | $3,782+250.5% | $2,348+464.7% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $1,430-100.0% | $9,162-100.0% | $1,167-100.0% |