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 | $38,519 | $41,854-8.0% | $73,835-47.8% | $52,331-26.4% |
| Participation rate | 46.6% | 66.2%-19.6pp | 73.4%-26.8pp | 68.1%-21.5pp |
| Annual return | 0.49% | 2.11%-1.6pp | 2268.13%-2267.6pp | 4.54%-4.1pp |
| Employer contribution / active EE | $950 | $1,920-50.5% | $2,788-65.9% | $1,882-49.5% |
| Participant deferral / active EE | $1,642 | $2,498-34.3% | $3,583-54.2% | $3,022-45.7% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |