Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Annual investment return 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 | $104,843 | $72,012+45.6% | $185,808-43.6% | $79,860+31.3% |
| Participation rate | 43.0% | 65.8%-22.7pp | 78.0%-35.0pp | 69.6%-26.6pp |
| Annual return | 10.64% | 23.12%-12.5pp | 35.95%-25.3pp | 31.72%-21.1pp |
| Employer contribution / active EE | $1,596 | $1,965-18.8% | $4,086-60.9% | $2,471-35.4% |
| Participant deferral / active EE | $3,293 | $3,779-12.9% | $5,632-41.5% | $3,740-12.0% |
| Admin fee / account holder | $43 | $4,513-99.1% | $9,501-99.6% | $5,306-99.2% |