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 | $58,570 | $86,341-32.2% | $125,195-53.2% | $65,186-10.2% |
| Participation rate | 98.7% | 75.3%+23.4pp | 79.8%+18.9pp | 70.2%+28.5pp |
| Annual return | 9.47% | 27.44%-18.0pp | 43.79%-34.3pp | 29.39%-19.9pp |
| Employer contribution / active EE | $4,310 | $2,040+111.3% | $3,866+11.5% | $2,177+98.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $16 | $609-97.4% | $9,704-99.8% | $847-98.2% |