Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,042 | $42,683-88.2% | $112,860-95.5% | $64,340-92.2% |
| Participation rate | 68.9% | 58.7%+10.2pp | 66.3%+2.6pp | 55.2%+13.6pp |
| Annual return | 22.56% | 60.53%-38.0pp | 35.26%-12.7pp | 24.14%-1.6pp |
| Employer contribution / active EE | $689 | $1,274-45.9% | $2,206-68.8% | $1,862-63.0% |
| Participant deferral / active EE | $1,653 | $2,315-28.6% | $3,493-52.7% | $2,980-44.6% |
| Admin fee / account holder | $25 | $3,670-99.3% | $6,841-99.6% | $3,703-99.3% |