Filed October 28, 2016
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,722 | $51,769-15.5% | $57,356-23.8% | $52,331-16.4% |
| Participation rate | 59.6% | 75.2%-15.7pp | 75.1%-15.5pp | 68.1%-8.5pp |
| Annual return | 1.79% | 2.43%-0.6pp | 24.41%-22.6pp | 4.54%-2.8pp |
| Employer contribution / active EE | $1,707 | $2,335-26.9% | $2,689-36.5% | $1,882-9.3% |
| Participant deferral / active EE | $1,670 | $2,794-40.2% | $3,162-47.2% | $3,022-44.7% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |