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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,560 | $44,425-69.5% | $67,834-80.0% | $55,167-75.4% |
| Participation rate | 20.8% | 59.7%-38.9pp | 68.8%-48.0pp | 69.0%-48.2pp |
| Annual return | 7.67% | 17.80%-10.1pp | 138.47%-130.8pp | 169.23%-161.6pp |
| Employer contribution / active EE | $413 | $1,351-69.4% | $2,403-82.8% | $1,963-78.9% |
| Participant deferral / active EE | $673 | $2,166-68.9% | $3,160-78.7% | $3,054-78.0% |
| Admin fee / account holder | $155 | $530-70.8% | $4,622-96.7% | $504-69.3% |