Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $51,338 | $101,672-49.5% | $147,117-65.1% | $74,478-31.1% |
| Participation rate | 92.5% | 75.5%+17.0pp | 82.2%+10.3pp | 67.2%+25.3pp |
| Annual return | -17.45% | 8757.83%-8775.3pp | 420.54%-438.0pp | 1370.56%-1388.0pp |
| Employer contribution / active EE | $19,001 | $3,813+398.3% | $4,932+285.2% | $2,626+623.5% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |