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.
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 | $38,612 | $44,873-14.0% | $79,476-51.4% | $56,287-31.4% |
| Participation rate | 51.4% | 68.7%-17.3pp | 73.3%-21.9pp | 69.9%-18.4pp |
| Annual return | -4.65% | 0.81%-5.5pp | 718.21%-722.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,290 | $2,140-39.7% | $2,800-53.9% | $2,111-38.9% |
| Participant deferral / active EE | $1,832 | $2,746-33.3% | $3,704-50.5% | $3,350-45.3% |
| Admin fee / account holder | $1 | $418-99.8% | $5,113-100.0% | $521-99.8% |