Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.
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 | $93,924 | $204,517-54.1% | $69,480+35.2% | $77,775+20.8% |
| Participation rate | 33.3% | 74.6%-41.3pp | 74.6%-41.3pp | 73.2%-39.9pp |
| Annual return | 16.82% | 22.10%-5.3pp | 28.99%-12.2pp | 32.58%-15.8pp |
| Employer contribution / active EE | $0 | $3,548-100.0% | $2,780-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,596 | $3,478-54.1% | $3,537-54.9% | $3,966-59.8% |
| Admin fee / account holder | $18 | $101-82.3% | $3,840-99.5% | $100-82.2% |