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.
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 | $1,185 | $25,165-95.3% | $73,550-98.4% | $77,958-98.5% |
| Participation rate | 70.5% | 36.6%+33.9pp | 54.9%+15.6pp | 71.6%-1.2pp |
| Annual return | 21.33% | 18.12%+3.2pp | -15.16%+36.5pp | 20.87%+0.5pp |
| Employer contribution / active EE | $0 | $395-100.0% | $1,219-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $652 | $898-27.4% | $1,804-63.9% | $3,537-81.6% |
| Admin fee / account holder | $7 | $76-90.7% | $2,320-99.7% | $97-92.8% |