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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,822 | $64,739-27.7% | $71,796-34.8% | - |
| Participation rate | 40.4% | 64.9%-24.5pp | 69.1%-28.7pp | - |
| Annual return | 7.09% | 2.75%+4.3pp | 78.04%-71.0pp | - |
| Employer contribution / active EE | $0 | $927-100.0% | $1,924-100.0% | - |
| Participant deferral / active EE | $1,277 | $1,955-34.7% | $2,794-54.3% | - |
| Admin fee / account holder | $3 | $2,577-99.9% | $4,815-99.9% | - |