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.
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 | $0 | $32,037-100.0% | $69,182-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 43.4%-43.4pp | 55.1%-55.1pp | 69.3%-69.3pp |
| Annual return | 6.38% | 15.16%-8.8pp | -21.93%+28.3pp | 20.14%-13.8pp |
| Employer contribution / active EE | $78 | $679-88.5% | $1,206-93.5% | $2,281-96.6% |
| Participant deferral / active EE | $471 | $1,185-60.3% | $1,897-75.2% | $3,203-85.3% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |