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.
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 | $30,583 | $81,537-62.5% | $149,721-79.6% | $69,631-56.1% |
| Participation rate | 98.3% | 86.1%+12.2pp | 87.1%+11.3pp | 70.7%+27.6pp |
| Annual return | -5.43% | 22.79%-28.2pp | 1501.67%-1507.1pp | 27571.02%-27576.5pp |
| Employer contribution / active EE | $3,183 | $3,239-1.7% | $5,444-41.5% | $2,032+56.6% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-99.9% | $11,282-100.0% | $110-99.9% |