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).
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 | $26,406 | $45,900-42.5% | $94,057-71.9% | $64,340-59.0% |
| Participation rate | 31.3% | 50.6%-19.3pp | 73.3%-42.1pp | 55.2%-24.0pp |
| Annual return | 14.11% | 50.47%-36.4pp | 480.62%-466.5pp | 24.14%-10.0pp |
| Employer contribution / active EE | $1,002 | $1,612-37.9% | $2,933-65.8% | $1,862-46.2% |
| Participant deferral / active EE | $1,344 | $2,102-36.1% | $4,709-71.5% | $2,980-54.9% |
| Admin fee / account holder | $63 | $3,143-98.0% | $7,244-99.1% | $3,703-98.3% |