Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,544 | $50,637-69.3% | $86,582-82.0% | $62,293-75.0% |
| Participation rate | 95.8% | 67.9%+27.9pp | 73.5%+22.2pp | 69.5%+26.2pp |
| Annual return | 8.86% | 20.80%-11.9pp | 965.08%-956.2pp | 28.90%-20.0pp |
| Employer contribution / active EE | $1,310 | $2,075-36.9% | $2,839-53.8% | $2,042-35.8% |
| Participant deferral / active EE | $1,923 | $2,611-26.4% | $3,609-46.7% | $3,169-39.3% |
| Admin fee / account holder | $0 | $413-100.0% | $4,904-100.0% | $479-100.0% |