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.
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 | $11,413 | $58,726-80.6% | $92,240-87.6% | $62,293-81.7% |
| Participation rate | 23.1% | 68.3%-45.3pp | 76.5%-53.4pp | 69.5%-46.4pp |
| Annual return | 21.75% | 43.62%-21.9pp | 176.29%-154.5pp | 28.90%-7.1pp |
| Employer contribution / active EE | $510 | $2,392-78.7% | $3,680-86.1% | $2,042-75.0% |
| Participant deferral / active EE | $1,176 | $2,766-57.5% | $3,897-69.8% | $3,169-62.9% |
| Admin fee / account holder | $21 | $556-96.3% | $5,194-99.6% | $479-95.7% |