Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $75,492 | $55,402+36.3% | $76,089-0.8% | $77,714-2.9% |
| Participation rate | 77.0% | 63.6%+13.4pp | 69.1%+7.9pp | 70.6%+6.4pp |
| Annual return | 19.05% | 17.09%+2.0pp | 360.94%-341.9pp | 31.26%-12.2pp |
| Employer contribution / active EE | $2,175 | $1,789+21.6% | $2,690-19.1% | $2,727-20.2% |
| Participant deferral / active EE | $0 | $3,450-100.0% | $4,259-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $410-100.0% | $6,418-100.0% | $433-100.0% |