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 | $86,874 | $43,338+100.5% | $59,887+45.1% | $64,173+35.4% |
| Participation rate | 68.9% | 69.2%-0.3pp | 74.7%-5.8pp | 69.6%-0.7pp |
| Annual return | -3.12% | -1.55%-1.6pp | 3.46%-6.6pp | 7.63%-10.7pp |
| Employer contribution / active EE | $3,060 | $2,030+50.7% | $2,722+12.4% | $2,381+28.5% |
| Participant deferral / active EE | $4,416 | $2,547+73.3% | $3,402+29.8% | $3,470+27.3% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |