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.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,769 | $52,884-77.7% | $84,753-86.1% | $55,167-78.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 2.73% | 18.03%-15.3pp | 22.78%-20.1pp | 169.23%-166.5pp |
| Employer contribution / active EE | $4,889 | $2,233+118.9% | $3,574+36.8% | $1,963+149.1% |
| Participant deferral / active EE | $1,449 | $2,644-45.2% | $3,712-61.0% | $3,054-52.6% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |