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.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,079 | $122,239+102.9% | $184,200+34.7% | $74,546+232.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 11.14% | 19.95%-8.8pp | 28.80%-17.7pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $7,623 | $4,537+68.0% | $6,424+18.7% | $2,624+190.5% |
| Participant deferral / active EE | $5,225 | $7,139-26.8% | $9,132-42.8% | $4,347+20.2% |
| Admin fee / account holder | $46 | $1,260-96.4% | $13,907-99.7% | $1,944-97.6% |