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 | $63,456-13.5% | $100,712-45.5% | $64,097-14.3% |
| Participation rate | 100.0% | 49.7%+50.3pp | 69.3%+30.7pp | 55.2%+44.8pp |
| Annual return | 6.17% | 19.65%-13.5pp | 33.27%-27.1pp | 34.64%-28.5pp |
| Employer contribution / active EE | $8,468 | $1,003+744.7% | $2,313+266.2% | $1,891+347.7% |
| Participant deferral / active EE | $0 | $2,463-100.0% | $4,085-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $4,808-100.0% | $9,256-100.0% | $3,454-100.0% |