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.
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 | $59,160 | $82,188-28.0% | $125,391-52.8% | $64,824-8.7% |
| Participation rate | 92.9% | 77.9%+15.0pp | 82.4%+10.6pp | 71.5%+21.5pp |
| Annual return | 4.35% | 3.50%+0.9pp | 572.41%-568.1pp | 32.84%-28.5pp |
| Employer contribution / active EE | $6,560 | $3,617+81.3% | $4,816+36.2% | $2,507+161.7% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-99.8% | $10,009-100.0% | $188-99.8% |