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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,978 | $99,957-92.0% | $149,730-94.7% | $73,493-89.1% |
| Participation rate | 97.9% | 75.7%+22.2pp | 82.5%+15.4pp | 70.7%+27.2pp |
| Annual return | 18.92% | 53.87%-34.9pp | 276.70%-257.8pp | 28.51%-9.6pp |
| Employer contribution / active EE | $1,664 | $3,191-47.9% | $4,645-64.2% | $2,270-26.7% |
| Participant deferral / active EE | $2,030 | $6,073-66.6% | $6,843-70.3% | $3,740-45.7% |
| Admin fee / account holder | $19 | $551-96.5% | $9,310-99.8% | $513-96.3% |