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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,445 | $60,165-66.0% | $74,184-72.4% | $55,167-62.9% |
| Participation rate | 96.7% | 74.2%+22.5pp | 76.6%+20.1pp | 69.0%+27.7pp |
| Annual return | 2.95% | 10.00%-7.0pp | 17.74%-14.8pp | 169.23%-166.3pp |
| Employer contribution / active EE | $4,133 | $1,600+158.4% | $2,370+74.4% | $1,963+110.6% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $132 | $419-68.6% | $5,586-97.6% | $504-73.9% |