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 | $0 | $56,443-100.0% | $83,830-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 72.0%-72.0pp | 76.1%-76.1pp | 70.9%-70.9pp |
| Annual return | -0.36% | 393.67%-394.0pp | 850.97%-851.3pp | 244.93%-245.3pp |
| Employer contribution / active EE | $50 | $2,682-98.1% | $3,631-98.6% | $2,078-97.6% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,479-100.0% | $115-100.0% |