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.
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 | $26,572 | $93,010-71.4% | $96,538-72.5% | $74,473-64.3% |
| Participation rate | 44.5% | 71.6%-27.1pp | 74.3%-29.9pp | 70.7%-26.3pp |
| Annual return | 18.99% | 37.50%-18.5pp | 35.74%-16.7pp | 34.36%-15.4pp |
| Employer contribution / active EE | $1,205 | $3,427-64.8% | $3,740-67.8% | $2,638-54.3% |
| Participant deferral / active EE | $3,294 | $3,971-17.1% | $4,880-32.5% | $4,530-27.3% |
| Admin fee / account holder | $91 | $633-85.6% | $6,737-98.6% | $347-73.6% |