Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,492 | $41,150-86.7% | $80,627-93.2% | $71,511-92.3% |
| Participation rate | 67.3% | 50.3%+17.0pp | 67.0%+0.3pp | 67.9%-0.6pp |
| Annual return | 19.66% | 38.48%-18.8pp | 936.76%-917.1pp | 28.86%-9.2pp |
| Employer contribution / active EE | $535 | $1,515-64.7% | $2,723-80.3% | $2,589-79.3% |
| Participant deferral / active EE | $882 | $2,701-67.3% | $4,443-80.1% | $4,291-79.4% |
| Admin fee / account holder | $16 | $1,841-99.1% | $5,381-99.7% | $1,588-99.0% |