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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,109 | $56,544-23.8% | $75,501-42.9% | $70,126-38.5% |
| Participation rate | 69.4% | 68.1%+1.3pp | 72.4%-2.9pp | 69.5%-0.1pp |
| Annual return | 10.59% | 23.59%-13.0pp | 27.35%-16.8pp | 73.15%-62.6pp |
| Employer contribution / active EE | $507 | $1,817-72.1% | $2,352-78.4% | $2,343-78.3% |
| Participant deferral / active EE | $2,095 | $2,580-18.8% | $3,142-33.3% | $3,332-37.1% |
| Admin fee / account holder | $268 | $3,827-93.0% | $5,801-95.4% | $4,645-94.2% |