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.
Participant 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.
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 | $3,751 | $34,492-89.1% | $80,004-95.3% | $55,191-93.2% |
| Participation rate | 100.0% | 62.9%+37.1pp | 73.0%+27.0pp | 69.2%+30.8pp |
| Annual return | -0.25% | 3.50%-3.7pp | 7.63%-7.9pp | 10.78%-11.0pp |
| Employer contribution / active EE | $1,815 | $1,043+74.1% | $2,473-26.6% | $1,899-4.4% |
| Participant deferral / active EE | $191 | $2,104-90.9% | $3,204-94.0% | $3,046-93.7% |
| Admin fee / account holder | $4 | $69-94.4% | $5,033-99.9% | $91-95.7% |