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.
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 | $19,944 | $98,766-79.8% | $149,730-86.7% | $79,852-75.0% |
| Participation rate | 30.9% | 75.8%-44.9pp | 82.5%-51.6pp | 69.6%-38.8pp |
| Annual return | 118.93% | 27.43%+91.5pp | 276.70%-157.8pp | 31.72%+87.2pp |
| Employer contribution / active EE | $710 | $3,217-77.9% | $4,645-84.7% | $2,471-71.3% |
| Participant deferral / active EE | $1,461 | $5,681-74.3% | $6,843-78.6% | $3,740-60.9% |
| Admin fee / account holder | $10 | $6,052-99.8% | $9,310-99.9% | $5,306-99.8% |