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.
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 | $9,567 | $52,884-81.9% | $84,753-88.7% | $55,167-82.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 4.15% | 18.03%-13.9pp | 22.78%-18.6pp | 169.23%-165.1pp |
| Employer contribution / active EE | $2,170 | $2,233-2.8% | $3,574-39.3% | $1,963+10.6% |
| Participant deferral / active EE | $1,240 | $2,644-53.1% | $3,712-66.6% | $3,054-59.4% |
| Admin fee / account holder | $17 | $581-97.1% | $5,333-99.7% | $504-96.7% |