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.
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 | $13,352 | $52,722-74.7% | $90,461-85.2% | $73,412-81.8% |
| Participation rate | 36.9% | 67.7%-30.9pp | 72.7%-35.8pp | 72.2%-35.3pp |
| Annual return | 20.10% | 20.70%-0.6pp | 1294.76%-1274.7pp | 59.30%-39.2pp |
| Employer contribution / active EE | $1,585 | $1,872-15.3% | $3,264-51.4% | $2,234-29.0% |
| Participant deferral / active EE | $433 | $2,810-84.6% | $3,964-89.1% | $3,806-88.6% |
| Admin fee / account holder | $17 | $117-85.2% | $5,617-99.7% | $158-89.1% |