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 | $53,904 | $70,667-23.7% | $123,105-56.2% | $52,331+3.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 6.91% | 6.23%+0.7pp | 13.22%-6.3pp | 4.54%+2.4pp |
| Employer contribution / active EE | $5,792 | $2,946+96.6% | $5,151+12.4% | $1,882+207.8% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |