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.
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 | $5,032 | $58,888-91.5% | $178,499-97.2% | $73,493-93.2% |
| Participation rate | 94.7% | 66.2%+28.5pp | 81.9%+12.8pp | 70.7%+24.0pp |
| Annual return | 12.22% | 24.86%-12.6pp | 151.10%-138.9pp | 28.51%-16.3pp |
| Employer contribution / active EE | $1,109 | $2,236-50.4% | $5,011-77.9% | $2,270-51.2% |
| Participant deferral / active EE | $628 | $2,568-75.6% | $5,202-87.9% | $3,740-83.2% |
| Admin fee / account holder | $19 | $400-95.3% | $13,986-99.9% | $513-96.3% |