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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,758 | $76,696-80.8% | $96,538-84.7% | $71,529-79.4% |
| Participation rate | 72.1% | 66.6%+5.5pp | 74.3%-2.3pp | 67.9%+4.1pp |
| Annual return | 18.61% | 48.32%-29.7pp | 35.74%-17.1pp | 28.97%-10.4pp |
| Employer contribution / active EE | $987 | $3,032-67.4% | $3,740-73.6% | $2,590-61.9% |
| Participant deferral / active EE | $1,782 | $3,770-52.7% | $4,880-63.5% | $4,291-58.5% |
| Admin fee / account holder | $19 | $2,030-99.0% | $6,737-99.7% | $1,588-98.8% |