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 | $18,743 | $85,635-78.1% | $123,894-84.9% | $63,975-70.7% |
| Participation rate | 4.4% | 74.9%-70.6pp | 81.4%-77.0pp | 71.1%-66.8pp |
| Annual return | 9.41% | 15.74%-6.3pp | 47.52%-38.1pp | 48.65%-39.2pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $721 | $5,667-87.3% | $5,984-88.0% | $3,356-78.5% |
| Admin fee / account holder | $1 | $75-98.7% | $8,357-100.0% | $70-98.6% |