Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,749 | $50,898-92.6% | $171,082-97.8% | $55,167-93.2% |
| Participation rate | 27.6% | 63.3%-35.6pp | 76.7%-49.1pp | 69.0%-41.4pp |
| Annual return | 0.00% | 15.34%-15.3pp | 32.56%-32.6pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $799 | $2,994-73.3% | $4,797-83.3% | $3,054-73.8% |
| Admin fee / account holder | $66 | $500-86.7% | $8,520-99.2% | $504-86.8% |