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.
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 | $22,331 | $69,383-67.8% | $101,264-77.9% | $73,493-69.6% |
| Participation rate | 72.9% | 68.4%+4.6pp | 75.8%-2.9pp | 70.7%+2.2pp |
| Annual return | 17.75% | 18.46%-0.7pp | 46.48%-28.7pp | 28.51%-10.8pp |
| Employer contribution / active EE | $1,622 | $2,628-38.3% | $3,660-55.7% | $2,270-28.5% |
| Participant deferral / active EE | $2,287 | $3,301-30.7% | $4,370-47.7% | $3,740-38.9% |
| Admin fee / account holder | $27 | $704-96.1% | $5,947-99.5% | $513-94.7% |