Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,571 | $24,891-93.7% | $69,623-97.7% | $74,459-97.9% |
| Participation rate | 59.0% | 63.4%-4.5pp | 66.4%-7.5pp | 67.2%-8.2pp |
| Annual return | 0.00% | 18.53%-18.5pp | 101.23%-101.2pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $469 | $1,005-53.4% | $1,709-72.6% | $2,626-82.1% |
| Participant deferral / active EE | $1,439 | $1,908-24.6% | $2,890-50.2% | $4,350-66.9% |
| Admin fee / account holder | $3 | $1,904-99.9% | $4,696-99.9% | $1,945-99.9% |