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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,935 | $61,172-80.5% | $185,851-93.6% | $79,389-85.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 13.35% | 19.45%-6.1pp | 122.11%-108.8pp | 116.89%-103.5pp |
| Employer contribution / active EE | $1,303 | $2,321-43.8% | $5,168-74.8% | $2,428-46.3% |
| Participant deferral / active EE | $363 | $2,788-87.0% | $5,569-93.5% | $4,046-91.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,245-100.0% | $626-100.0% |