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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,398 | $65,592-90.2% | $90,161-92.9% | $69,631-90.8% |
| Participation rate | 90.5% | 77.6%+12.9pp | 76.9%+13.7pp | 70.7%+19.8pp |
| Annual return | 22.93% | 57.10%-34.2pp | 34.89%-12.0pp | 27571.02%-27548.1pp |
| Employer contribution / active EE | $720 | $2,193-67.2% | $3,318-78.3% | $2,032-64.6% |
| Participant deferral / active EE | $930 | $5,257-82.3% | $5,287-82.4% | $3,224-71.2% |
| Admin fee / account holder | $6 | $86-93.5% | $5,943-99.9% | $110-94.9% |