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 | $17,879 | $65,092-72.5% | $143,799-87.6% | $66,938-73.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | 21.47% | -11.14%+32.6pp | -0.04%+21.5pp | 1.58%+19.9pp |
| Employer contribution / active EE | $420 | $2,362-82.2% | $4,952-91.5% | $2,545-83.5% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $502-100.0% | $14,677-100.0% | $594-100.0% |