Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.
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 | $20,054 | $78,607-74.5% | $105,624-81.0% | $74,478-73.1% |
| Participation rate | 59.5% | 72.8%-13.3pp | 75.3%-15.7pp | 67.2%-7.7pp |
| Annual return | 22.62% | 15.96%+6.7pp | 116.20%-93.6pp | 1370.56%-1347.9pp |
| Employer contribution / active EE | $1,498 | $2,523-40.6% | $3,168-52.7% | $2,626-43.0% |
| Participant deferral / active EE | $1,964 | $4,325-54.6% | $5,013-60.8% | $4,350-54.9% |
| Admin fee / account holder | $27 | $2,220-98.8% | $10,961-99.8% | $1,946-98.6% |