Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,776 | $57,103+16.9% | $87,507-23.7% | $57,658+15.8% |
| Participation rate | 73.9% | 64.3%+9.6pp | 73.8%+0.1pp | 70.2%+3.7pp |
| Annual return | 0.01% | 12.71%-12.7pp | 12.21%-12.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $0 | $1,107-100.0% | $2,550-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $2,250-100.0% | $3,149-100.0% | $3,061-100.0% |
| Admin fee / account holder | $133 | $281-52.8% | $4,221-96.9% | $95+40.2% |