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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,054 | $73,102-90.4% | $123,552-94.3% | $56,287-87.5% |
| Participation rate | 56.7% | 74.3%-17.6pp | 82.3%-25.6pp | 69.9%-13.1pp |
| Annual return | 60.90% | 3.01%+57.9pp | 119.20%-58.3pp | -9.96%+70.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,901 | $5,423-46.5% | $6,426-54.9% | $3,350-13.4% |
| Admin fee / account holder | $20 | $554-96.5% | $9,285-99.8% | $521-96.2% |