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.
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 | $4,117 | $75,832-94.6% | $147,617-97.2% | $59,633-93.1% |
| Participation rate | 61.3% | 71.6%-10.3pp | 84.6%-23.3pp | 68.7%-7.4pp |
| Annual return | -0.81% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $546 | $3,485-84.3% | $5,564-90.2% | $2,203-75.2% |
| Participant deferral / active EE | $1,329 | $3,131-57.6% | $4,895-72.9% | $3,192-58.4% |
| Admin fee / account holder | $41 | $5,986-99.3% | $11,612-99.6% | $4,297-99.0% |