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.
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 | $64,138-14.7% | $112,244-51.2% | $66,923-18.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 5.42% | -13.81%+19.2pp | 27.46%-22.0pp | 1.58%+3.8pp |
| Employer contribution / active EE | $431 | $3,006-85.7% | $3,635-88.1% | $2,545-83.1% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1 | $625-99.9% | $6,411-100.0% | $593-99.9% |