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 | $35,079 | $46,360-24.3% | $147,617-76.2% | $52,331-33.0% |
| Participation rate | 28.7% | 64.9%-36.3pp | 84.6%-55.9pp | 68.1%-39.4pp |
| Annual return | -0.73% | 1.62%-2.3pp | 61.98%-62.7pp | 4.54%-5.3pp |
| Employer contribution / active EE | $303 | $2,126-85.8% | $5,564-94.6% | $1,882-83.9% |
| Participant deferral / active EE | $677 | $2,258-70.0% | $4,895-86.2% | $3,022-77.6% |
| Admin fee / account holder | $163 | $766-78.8% | $11,612-98.6% | $592-72.5% |