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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,073 | $91,760-43.3% | $156,181-66.7% | $67,986-23.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 78.8%+21.2pp | 57.2%+42.8pp |
| Annual return | 10.68% | 18.14%-7.5pp | 64.87%-54.2pp | 31.67%-21.0pp |
| Employer contribution / active EE | $3,153 | $2,419+30.3% | $4,294-26.6% | $2,019+56.2% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $109 | $3,949-97.2% | $14,586-99.3% | $3,203-96.6% |