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 | $11,534 | $91,517-87.4% | $101,271-88.6% | $73,412-84.3% |
| Participation rate | 99.4% | 73.8%+25.6pp | 75.8%+23.6pp | 72.2%+27.2pp |
| Annual return | 5.21% | 17.17%-12.0pp | 46.48%-41.3pp | 59.30%-54.1pp |
| Employer contribution / active EE | $222 | $2,877-92.3% | $3,660-93.9% | $2,234-90.1% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |