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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,359 | $44,473-81.2% | $76,518-89.1% | $55,725-85.0% |
| Participation rate | 84.0% | 51.0%+33.0pp | 68.0%+16.0pp | 70.9%+13.1pp |
| Annual return | -5.03% | -2.01%-3.0pp | -0.27%-4.8pp | 244.93%-250.0pp |
| Employer contribution / active EE | $887 | $1,101-19.4% | $2,647-66.5% | $2,078-57.3% |
| Participant deferral / active EE | $1,998 | $1,988+0.5% | $3,836-47.9% | $3,356-40.5% |
| Admin fee / account holder | $7 | $134-95.0% | $4,849-99.9% | $115-94.2% |