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.
Annual investment return 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 | $17,577 | $47,977-63.4% | $154,108-88.6% | $56,289-68.8% |
| Participation rate | 23.4% | 66.2%-42.8pp | 83.0%-59.7pp | 69.9%-46.5pp |
| Annual return | -7.57% | 3.54%-11.1pp | 735.21%-742.8pp | -9.96%+2.4pp |
| Employer contribution / active EE | $258 | $2,169-88.1% | $5,298-95.1% | $2,111-87.8% |
| Participant deferral / active EE | $959 | $2,392-59.9% | $5,081-81.1% | $3,350-71.4% |
| Admin fee / account holder | $12 | $438-97.3% | $13,411-99.9% | $521-97.7% |