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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,126 | $53,841-32.9% | $75,731-52.3% | $85,851-57.9% |
| Participation rate | 67.1% | 69.0%-2.0pp | 74.8%-7.7pp | 69.3%-2.2pp |
| Annual return | 5.11% | 24.54%-19.4pp | 104.65%-99.5pp | 318.63%-313.5pp |
| Employer contribution / active EE | $1,241 | $2,017-38.5% | $2,743-54.8% | $2,565-51.6% |
| Participant deferral / active EE | $2,111 | $2,895-27.1% | $3,820-44.7% | $3,952-46.6% |
| Admin fee / account holder | $0 | $3,340-100.0% | $3,620-100.0% | $6,261-100.0% |