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 | $119,564 | $82,163+45.5% | $125,363-4.6% | $64,814+84.5% |
| Participation rate | 95.1% | 77.9%+17.2pp | 82.4%+12.7pp | 71.5%+23.6pp |
| Annual return | 11.50% | 3.49%+8.0pp | 572.15%-560.6pp | 32.84%-21.3pp |
| Employer contribution / active EE | $13,156 | $3,616+263.8% | $4,815+173.2% | $2,507+424.8% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,447-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,005-100.0% | $188-100.0% |