Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,665 | $55,453-59.1% | $170,439-86.7% | $62,293-63.6% |
| Participation rate | 43.4% | 66.4%-23.0pp | 83.6%-40.2pp | 69.5%-26.2pp |
| Annual return | 0.00% | 21.38%-21.4pp | 205.94%-205.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $143 | $2,164-93.4% | $5,433-97.4% | $2,042-93.0% |
| Participant deferral / active EE | $970 | $2,303-57.9% | $4,939-80.4% | $3,169-69.4% |
| Admin fee / account holder | $24 | $455-94.6% | $13,881-99.8% | $479-94.9% |