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 | $10,240 | $45,082-77.3% | $69,464-85.3% | $72,975-86.0% |
| Participation rate | 76.6% | 68.5%+8.1pp | 74.6%+2.0pp | 69.5%+7.1pp |
| Annual return | 19.12% | 22.66%-3.5pp | 28.98%-9.9pp | 81.01%-61.9pp |
| Employer contribution / active EE | $498 | $2,055-75.8% | $2,779-82.1% | $2,440-79.6% |
| Participant deferral / active EE | $702 | $2,604-73.0% | $3,536-80.1% | $3,608-80.5% |
| Admin fee / account holder | $13 | $3,057-99.6% | $3,840-99.7% | $5,124-99.7% |