Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,089 | $56,047-90.9% | $98,716-94.8% | $79,634-93.6% |
| Participation rate | 86.8% | 54.6%+32.2pp | 69.3%+17.5pp | 62.5%+24.3pp |
| Annual return | 37.39% | 17.58%+19.8pp | 31.81%+5.6pp | 36.46%+0.9pp |
| Employer contribution / active EE | $0 | $1,237-100.0% | $2,279-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,253 | $2,469-49.3% | $4,048-69.0% | $3,835-67.3% |
| Admin fee / account holder | $2 | $1,512-99.9% | $8,703-100.0% | $1,002-99.8% |