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 | $19,977 | $67,459-70.4% | $74,184-73.1% | - |
| Participation rate | 96.0% | 75.7%+20.3pp | 76.6%+19.3pp | - |
| Annual return | -55.72% | 3.47%-59.2pp | 17.74%-73.5pp | - |
| Employer contribution / active EE | $11,383 | $1,829+522.5% | $2,370+380.3% | - |
| Participant deferral / active EE | $0 | $3,061-100.0% | $3,550-100.0% | - |
| Admin fee / account holder | $0 | $9,869-100.0% | $5,586-100.0% | - |