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 | $16,706 | $47,977-65.2% | $154,114-89.2% | $56,287-70.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.05% | 3.54%-9.6pp | 735.16%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,380 | $2,169-36.4% | $5,298-74.0% | $2,111-34.6% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $124 | $438-71.6% | $13,411-99.1% | $521-76.1% |