Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,607 | $26,549-86.4% | $61,501-94.1% | $66,949-94.6% |
| Participation rate | 74.4% | 38.1%+36.3pp | 52.6%+21.8pp | 69.8%+4.6pp |
| Annual return | -23.21% | -16.21%-7.0pp | 339.04%-362.3pp | 1.57%-24.8pp |
| Employer contribution / active EE | $721 | $651+10.7% | $1,160-37.8% | $2,545-71.7% |
| Participant deferral / active EE | $1,503 | $1,338+12.3% | $2,125-29.3% | $4,239-64.6% |
| Admin fee / account holder | $0 | $409-100.0% | $2,132-100.0% | $594-100.0% |