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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 | $100,194+182.1% | $122,979+129.9% | $86,983+225.0% |
| Participation rate | 95.8% | 73.0%+22.8pp | 77.2%+18.6pp | 69.5%+26.2pp |
| Annual return | 26.32% | 16.47%+9.8pp | 20.12%+6.2pp | 25.83%+0.5pp |
| Employer contribution / active EE | $8,711 | $2,326+274.6% | $3,062+184.5% | $2,584+237.1% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $10,148-100.0% | $12,864-100.0% | $7,856-100.0% |