Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,717 | $64,739-68.0% | $71,796-71.1% | - |
| Participation rate | 99.0% | 64.9%+34.1pp | 69.1%+29.9pp | - |
| Annual return | 19.25% | 2.75%+16.5pp | 78.04%-58.8pp | - |
| Employer contribution / active EE | $162 | $927-82.5% | $1,924-91.6% | - |
| Participant deferral / active EE | $0 | $1,955-100.0% | $2,794-100.0% | - |
| Admin fee / account holder | $26 | $2,577-99.0% | $4,815-99.5% | - |