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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,554 | $67,166-30.7% | $57,356-18.8% | $55,191-15.7% |
| Participation rate | 8.9% | 77.7%-68.8pp | 75.1%-66.2pp | 69.2%-60.3pp |
| Annual return | 1.08% | 4.22%-3.1pp | 24.41%-23.3pp | 10.78%-9.7pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $625 | $2,835-78.0% | $3,162-80.2% | $3,046-79.5% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |