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 | $40,282 | $101,950-60.5% | $125,529-67.9% | $86,983-53.7% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | -17.23% | 18.29%-35.5pp | 202.56%-219.8pp | 25.83%-43.1pp |
| Employer contribution / active EE | $4,722 | $2,358+100.2% | $3,058+54.4% | $2,584+82.7% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $12,791-100.0% | $16,298-100.0% | $7,856-100.0% |