Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,728 | $64,176-14.7% | $112,263-51.3% | $66,949-18.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 5.42% | -13.80%+19.2pp | 27.49%-22.1pp | 1.57%+3.8pp |
| Employer contribution / active EE | $431 | $3,007-85.7% | $3,636-88.1% | $2,545-83.1% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $1 | $626-99.9% | $6,410-100.0% | $594-99.9% |