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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,713 | $76,112-89.9% | $96,544-92.0% | $71,529-89.2% |
| Participation rate | 99.4% | 74.4%+25.0pp | 76.0%+23.5pp | 67.9%+31.5pp |
| Annual return | -20.71% | 22.80%-43.5pp | 25.88%-46.6pp | 28.97%-49.7pp |
| Employer contribution / active EE | $615 | $2,248-72.6% | $2,966-79.3% | $2,590-76.3% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $5 | $2,708-99.8% | $8,254-99.9% | $1,588-99.7% |