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.
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 | $9,355 | $32,085-70.8% | $40,145,923-100.0% | $57,658-83.8% |
| Participation rate | 55.0% | 66.0%-11.0pp | 68.4%-13.4pp | 70.2%-15.2pp |
| Annual return | 8.14% | 9.60%-1.5pp | 5.24%+2.9pp | 5.13%+3.0pp |
| Employer contribution / active EE | $471 | $1,179-60.1% | $1,844-74.5% | $1,974-76.2% |
| Participant deferral / active EE | $1,198 | $1,957-38.8% | $2,591-53.7% | $3,061-60.8% |
| Admin fee / account holder | $36 | $75-52.7% | $2,903-98.8% | $95-62.4% |