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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,376 | $43,423-57.7% | $78,676-76.6% | $55,167-66.7% |
| Participation rate | 75.9% | 68.0%+7.8pp | 73.6%+2.3pp | 69.0%+6.9pp |
| Annual return | 6.35% | 11.53%-5.2pp | 62.19%-55.8pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,093 | $2,509-56.4% | $3,517-68.9% | $3,054-64.2% |
| Admin fee / account holder | $41 | $416-90.2% | $4,510-99.1% | $504-91.9% |