Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,281 | $28,109-59.9% | $71,086-84.1% | $56,287-80.0% |
| Participation rate | 20.8% | 40.4%-19.6pp | 54.7%-33.9pp | 69.9%-49.1pp |
| Annual return | -23.92% | -615.05%+591.1pp | 650.59%-674.5pp | -9.96%-14.0pp |
| Employer contribution / active EE | $515 | $558-7.7% | $1,088-52.7% | $2,111-75.6% |
| Participant deferral / active EE | $1,034 | $1,116-7.3% | $1,874-44.8% | $3,350-69.1% |
| Admin fee / account holder | $143 | $585-75.5% | $3,082-95.3% | $521-72.5% |