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 | $5,859 | $91,517-93.6% | $101,275-94.2% | $73,412-92.0% |
| Participation rate | 99.8% | 73.8%+26.0pp | 75.8%+24.0pp | 72.2%+27.6pp |
| Annual return | -4.37% | 17.17%-21.5pp | 46.48%-50.9pp | 59.30%-63.7pp |
| Employer contribution / active EE | $683 | $2,877-76.2% | $3,660-81.3% | $2,234-69.4% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |