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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,231 | $61,391-42.6% | $149,723-76.5% | $71,529-50.7% |
| Participation rate | 97.5% | 62.5%+35.0pp | 78.8%+18.7pp | 67.9%+29.6pp |
| Annual return | -5.41% | 35.88%-41.3pp | 134.50%-139.9pp | 28.97%-34.4pp |
| Employer contribution / active EE | $866 | $2,384-63.7% | $4,821-82.0% | $2,590-66.6% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,264-100.0% | $13,215-100.0% | $1,588-100.0% |