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 | $49,005 | $70,486-30.5% | $100,528-51.3% | $79,852-38.6% |
| Participation rate | 90.8% | 73.6%+17.1pp | 79.4%+11.4pp | 69.6%+21.1pp |
| Annual return | 15.89% | 21.90%-6.0pp | 30.90%-15.0pp | 31.72%-15.8pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,499 | $5,182-32.5% | $6,271-44.2% | $3,740-6.5% |
| Admin fee / account holder | $9 | $4,480-99.8% | $8,084-99.9% | $5,306-99.8% |