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.
Employer 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 | $17,248 | $45,382-62.0% | $154,108-88.8% | $75,289-77.1% |
| Participation rate | 24.1% | 65.9%-41.8pp | 83.0%-59.0pp | 72.4%-48.3pp |
| Annual return | 8.43% | -0.47%+8.9pp | 735.21%-726.8pp | -0.04%+8.5pp |
| Employer contribution / active EE | $96 | $1,533-93.7% | $5,298-98.2% | $2,405-96.0% |
| Participant deferral / active EE | $694 | $2,384-70.9% | $5,081-86.3% | $3,739-81.4% |
| Admin fee / account holder | $49 | $89-45.3% | $13,411-99.6% | $102-52.2% |