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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,380 | $54,320-53.3% | $67,653-62.5% | $52,331-51.5% |
| Participation rate | 46.5% | 73.6%-27.1pp | 75.7%-29.2pp | 68.1%-21.6pp |
| Annual return | -1.42% | 6.81%-8.2pp | 6625.22%-6626.6pp | 4.54%-6.0pp |
| Employer contribution / active EE | $1,593 | $1,544+3.2% | $2,266-29.7% | $1,882-15.3% |
| Participant deferral / active EE | $2,446 | $2,950-17.1% | $3,560-31.3% | $3,022-19.1% |
| Admin fee / account holder | $24 | $527-95.4% | $4,821-99.5% | $592-95.9% |