Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $29,963 | $98,776-69.7% | $149,745-80.0% | $79,856-62.5% |
| Participation rate | 51.6% | 75.8%-24.1pp | 82.5%-30.8pp | 69.6%-18.0pp |
| Annual return | 17.56% | 27.38%-9.8pp | 276.72%-259.2pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,197 | $3,217-62.8% | $4,646-74.2% | $2,471-51.6% |
| Participant deferral / active EE | $4,394 | $5,681-22.7% | $6,843-35.8% | $3,741+17.5% |
| Admin fee / account holder | $11 | $6,053-99.8% | $9,312-99.9% | $5,306-99.8% |