Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,094 | $89,652-86.5% | $141,197-91.4% | $65,186-81.4% |
| Participation rate | 86.8% | 74.7%+12.1pp | 82.5%+4.4pp | 70.2%+16.6pp |
| Annual return | 112.47% | 32.79%+79.7pp | 71.41%+41.1pp | 29.39%+83.1pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,376 | $5,691-5.5% | $6,710-19.9% | $3,514+53.0% |
| Admin fee / account holder | $2 | $569-99.7% | $10,265-100.0% | $847-99.8% |