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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,248 | $58,888-23.2% | $178,498-74.7% | $73,493-38.4% |
| Participation rate | 50.7% | 66.2%-15.5pp | 81.9%-31.2pp | 70.7%-20.0pp |
| Annual return | 22.40% | 24.86%-2.5pp | 151.09%-128.7pp | 28.51%-6.1pp |
| Employer contribution / active EE | $795 | $2,236-64.4% | $5,011-84.1% | $2,270-65.0% |
| Participant deferral / active EE | $3,670 | $2,568+42.9% | $5,202-29.5% | $3,740-1.9% |
| Admin fee / account holder | $47 | $400-88.2% | $13,985-99.7% | $513-90.8% |