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 | $16,990 | $155,795-89.1% | $136,298-87.5% | $69,631-75.6% |
| Participation rate | 84.0% | 75.2%+8.7pp | 81.9%+2.0pp | 70.7%+13.3pp |
| Annual return | 29.48% | 232464.33%-232434.9pp | 5156.27%-5126.8pp | 27571.02%-27541.5pp |
| Employer contribution / active EE | $2,732 | $2,991-8.7% | $4,696-41.8% | $2,032+34.4% |
| Participant deferral / active EE | $4,118 | $5,394-23.7% | $6,247-34.1% | $3,224+27.7% |
| Admin fee / account holder | $2 | $128-98.4% | $9,244-100.0% | $110-98.1% |