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.
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 | $13,858 | $46,732-70.3% | $156,551-91.1% | $55,167-74.9% |
| Participation rate | 33.3% | 65.8%-32.5pp | 84.0%-50.7pp | 69.0%-35.7pp |
| Annual return | 8.66% | 17.72%-9.1pp | 32.23%-23.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $365 | $2,204-83.5% | $4,871-92.5% | $3,054-88.1% |
| Admin fee / account holder | $13 | $418-97.0% | $13,028-99.9% | $504-97.5% |