Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,414 | $71,192-54.5% | $117,861-72.5% | $62,293-48.0% |
| Participation rate | 61.5% | 74.2%-12.8pp | 79.7%-18.2pp | 69.5%-8.0pp |
| Annual return | 16.32% | 18.66%-2.3pp | 335.11%-318.8pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,179 | $1,934-39.0% | $3,786-68.9% | $2,042-42.3% |
| Participant deferral / active EE | $2,092 | $3,189-34.4% | $4,482-53.3% | $3,169-34.0% |
| Admin fee / account holder | $123 | $587-79.0% | $8,021-98.5% | $479-74.3% |