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.
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 | $7,279 | $60,545-88.0% | $92,240-92.1% | $69,631-89.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 14.02% | 19.71%-5.7pp | 176.29%-162.3pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $2,033 | $2,633-22.8% | $3,680-44.7% | $2,032+0.1% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $12 | $145-91.4% | $5,194-99.8% | $110-88.8% |