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 | $54,900 | $65,246-15.9% | $98,716-44.4% | $67,986-19.2% |
| Participation rate | 100.0% | 51.4%+48.6pp | 69.3%+30.7pp | 57.2%+42.8pp |
| Annual return | 6.17% | 20.58%-14.4pp | 31.81%-25.6pp | 31.67%-25.5pp |
| Employer contribution / active EE | $8,468 | $1,042+712.7% | $2,279+271.7% | $2,019+319.5% |
| Participant deferral / active EE | $0 | $2,594-100.0% | $4,048-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,561-100.0% | $8,703-100.0% | $3,203-100.0% |