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 | $40,838 | $63,924-36.1% | $108,582-62.4% | $55,167-26.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 1.86% | 15.31%-13.4pp | -51.70%+53.6pp | 169.23%-167.4pp |
| Employer contribution / active EE | $1,826 | $1,879-2.8% | $3,758-51.4% | $1,963-7.0% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $98 | $618-84.1% | $7,645-98.7% | $504-80.5% |