Sign up free to preview peer percentile detail
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 | $38,786 | $40,275-3.7% | $57,356-32.4% | $59,633-35.0% |
| Participation rate | 39.6% | 69.1%-29.6pp | 75.1%-35.5pp | 68.7%-29.1pp |
| Annual return | 77.26% | 27.52%+49.7pp | 24.41%+52.8pp | 2041.45%-1964.2pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,995 | $2,400+24.8% | $3,162-5.3% | $3,192-6.2% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |