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.
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 | $26,011 | $55,437-53.1% | $155,534-83.3% | $74,459-65.1% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 10.35% | 269.58%-259.2pp | 64.92%-54.6pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $1,737 | $2,266-23.3% | $4,675-62.8% | $2,626-33.8% |
| Participant deferral / active EE | $2,611 | $2,837-8.0% | $5,630-53.6% | $4,350-40.0% |
| Admin fee / account holder | $0 | $1,742-100.0% | $15,900-100.0% | $1,945-100.0% |