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.
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 | $13,158 | $73,102-82.0% | $123,553-89.4% | $56,289-76.6% |
| Participation rate | 51.4% | 74.3%-22.9pp | 82.3%-30.9pp | 69.9%-18.4pp |
| Annual return | -6.00% | 3.01%-9.0pp | 119.21%-125.2pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,693 | $2,977-43.1% | $4,628-63.4% | $2,111-19.8% |
| Participant deferral / active EE | $2,917 | $5,423-46.2% | $6,426-54.6% | $3,350-12.9% |
| Admin fee / account holder | $85 | $554-84.7% | $9,284-99.1% | $521-83.7% |