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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $3,557 | $55,002-93.5% | $59,883-94.1% | $56,287-93.7% |
| Participation rate | 5.9% | 75.9%-70.0pp | 74.7%-68.8pp | 69.9%-63.9pp |
| Annual return | 8.52% | 1.13%+7.4pp | 3.46%+5.1pp | -9.96%+18.5pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $94 | $3,121-97.0% | $3,402-97.2% | $3,350-97.2% |
| Admin fee / account holder | $17 | $236-92.6% | $3,591-99.5% | $521-96.6% |