Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
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 | $8,733 | $94,833-90.8% | $75,731-88.5% | $86,821-89.9% |
| Participation rate | 96.5% | 79.1%+17.4pp | 74.8%+21.6pp | 72.3%+24.2pp |
| Annual return | 5.97% | 16.91%-10.9pp | 104.65%-98.7pp | 97.94%-92.0pp |
| Employer contribution / active EE | $9,279 | $2,904+219.5% | $2,743+238.3% | $2,406+285.6% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,820-100.0% | $4,132-100.0% |
| Admin fee / account holder | $4 | $109-95.9% | $3,620-99.9% | $170-97.4% |