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 | $31,886 | $51,466-38.0% | $78,778-59.5% | $62,293-48.8% |
| Participation rate | 41.0% | 59.8%-18.8pp | 69.2%-28.2pp | 69.5%-28.5pp |
| Annual return | 43.72% | 19.96%+23.8pp | 35.62%+8.1pp | 28.90%+14.8pp |
| Employer contribution / active EE | $1,257 | $827+52.0% | $1,986-36.7% | $2,042-38.4% |
| Participant deferral / active EE | $2,363 | $2,147+10.0% | $2,958-20.1% | $3,169-25.4% |
| Admin fee / account holder | $13 | $489-97.3% | $5,134-99.7% | $479-97.2% |