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.
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 | $23,496 | $55,790-57.9% | $76,657-69.3% | $67,579-65.2% |
| Participation rate | 24.4% | 71.1%-46.7pp | 72.1%-47.7pp | 71.3%-46.9pp |
| Annual return | 21.36% | 64.45%-43.1pp | 1166.74%-1145.4pp | 378.56%-357.2pp |
| Employer contribution / active EE | $553 | $1,810-69.5% | $2,303-76.0% | $2,148-74.3% |
| Participant deferral / active EE | $812 | $2,875-71.8% | $3,335-75.7% | $3,539-77.1% |
| Admin fee / account holder | $57 | $159-64.1% | $6,423-99.1% | $142-59.8% |