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 | $20,501 | $64,909-68.4% | $82,312-75.1% | $62,293-67.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.18% | 21.18%-2.0pp | 25.88%-6.7pp | 28.90%-9.7pp |
| Employer contribution / active EE | $1,580 | $1,676-5.7% | $2,428-34.9% | $2,042-22.6% |
| Participant deferral / active EE | $2,757 | $3,103-11.2% | $3,706-25.6% | $3,169-13.0% |
| Admin fee / account holder | $77 | $440-82.5% | $5,608-98.6% | $479-84.0% |