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 | $23,294 | $79,961-70.9% | $98,462-76.3% | $75,177-69.0% |
| Participation rate | 91.4% | 70.4%+21.1pp | 75.2%+16.3pp | 67.2%+24.2pp |
| Annual return | 12.34% | 19.75%-7.4pp | 21.17%-8.8pp | 160.75%-148.4pp |
| Employer contribution / active EE | $1,433 | $2,264-36.7% | $3,049-53.0% | $2,671-46.3% |
| Participant deferral / active EE | $2,160 | $3,753-42.4% | $4,738-54.4% | $4,126-47.7% |
| Admin fee / account holder | $11 | $6,842-99.8% | $8,875-99.9% | $5,651-99.8% |