Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,419 | $88,183-97.3% | $107,187-97.7% | $71,012-96.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 75.0%+25.0pp | 58.6%+41.4pp |
| Annual return | 6.97% | 16.47%-9.5pp | 204.55%-197.6pp | 37.67%-30.7pp |
| Employer contribution / active EE | $1,741 | $3,914-55.5% | $3,782-54.0% | $2,348-25.9% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $1,430-100.0% | $9,162-100.0% | $1,167-100.0% |