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 | $1,162 | $93,010-98.8% | $96,520-98.8% | $74,440-98.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 2.56% | 37.50%-34.9pp | 35.72%-33.2pp | 34.37%-31.8pp |
| Employer contribution / active EE | $103 | $3,427-97.0% | $3,739-97.2% | $2,638-96.1% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,879-100.0% | $4,529-100.0% |
| Admin fee / account holder | $17 | $633-97.3% | $6,733-99.7% | $348-95.1% |