Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $31,417 | $60,393-48.0% | $81,820-61.6% | $74,429-57.8% |
| Participation rate | 67.8% | 62.9%+4.9pp | 72.4%-4.6pp | 67.2%+0.6pp |
| Annual return | 16.84% | 16.89%-0.1pp | 777.93%-761.1pp | 1368.38%-1351.5pp |
| Employer contribution / active EE | $2,144 | $2,626-18.4% | $2,915-26.4% | $2,625-18.3% |
| Participant deferral / active EE | $3,827 | $3,397+12.7% | $4,323-11.5% | $4,348-12.0% |
| Admin fee / account holder | $136 | $1,491-90.9% | $7,391-98.2% | $1,944-93.0% |