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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,809 | $75,962-75.2% | $154,108-87.8% | $64,173-70.7% |
| Participation rate | 63.2% | 70.4%-7.2pp | 83.0%-19.8pp | 69.6%-6.4pp |
| Annual return | -8.04% | 30.32%-38.4pp | 735.21%-743.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,740 | $3,350-48.1% | $5,298-67.2% | $2,381-26.9% |
| Participant deferral / active EE | $2,259 | $3,175-28.8% | $5,081-55.5% | $3,470-34.9% |
| Admin fee / account holder | $183 | $5,589-96.7% | $13,411-98.6% | $4,887-96.3% |