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.
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 | $11,741 | $72,303-83.8% | $86,691-86.5% | $64,814-81.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -14.03% | 392.77%-406.8pp | 35.94%-50.0pp | 32.84%-46.9pp |
| Employer contribution / active EE | $3,125 | $2,393+30.6% | $2,837+10.1% | $2,507+24.6% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $146 | $174-16.3% | $7,492-98.1% | $188-22.5% |