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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,678 | $104,098+171.5% | $140,514+101.2% | $94,015+200.7% |
| Participation rate | 95.8% | 73.7%+22.1pp | 77.8%+18.0pp | 70.8%+25.0pp |
| Annual return | 26.32% | 15.14%+11.2pp | 14.36%+12.0pp | 17.84%+8.5pp |
| Employer contribution / active EE | $8,711 | $2,388+264.8% | $3,378+157.9% | $2,790+212.2% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $10,439-100.0% | $13,697-100.0% | $8,951-100.0% |