Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,408 | $60,454-86.1% | $81,844-89.7% | $74,459-88.7% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 12.03% | 16.87%-4.8pp | 778.87%-766.8pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $129 | $2,630-95.1% | $2,916-95.6% | $2,626-95.1% |
| Participant deferral / active EE | $2,860 | $3,398-15.8% | $4,323-33.9% | $4,350-34.2% |
| Admin fee / account holder | $40 | $1,490-97.3% | $7,355-99.5% | $1,945-98.0% |