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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,744 | $49,451-21.7% | $79,580-51.3% | $66,938-42.1% |
| Participation rate | 67.4% | 61.3%+6.0pp | 69.5%-2.1pp | 69.8%-2.4pp |
| Annual return | -15.45% | 84.25%-99.7pp | 0.15%-15.6pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,380 | $1,266+88.0% | $2,413-1.4% | $2,545-6.5% |
| Participant deferral / active EE | $3,966 | $3,159+25.6% | $3,985-0.5% | $4,238-6.4% |
| Admin fee / account holder | $27 | $595-95.4% | $6,835-99.6% | $594-95.4% |