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.
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 | $4,767 | $35,986-86.8% | $77,552-93.9% | $73,497-93.5% |
| Participation rate | 13.0% | 40.8%-27.8pp | 54.2%-41.1pp | 70.7%-57.6pp |
| Annual return | 54.92% | 19.26%+35.7pp | 54.82%+0.1pp | 28.51%+26.4pp |
| Employer contribution / active EE | $126 | $557-77.5% | $987-87.3% | $2,270-94.5% |
| Participant deferral / active EE | $384 | $1,198-67.9% | $1,861-79.4% | $3,740-89.7% |
| Admin fee / account holder | $30 | $466-93.6% | $2,859-99.0% | $513-94.2% |