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.
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 | $43,229 | $52,961-18.4% | $172,755-75.0% | $65,185-33.7% |
| Participation rate | 62.5% | 66.2%-3.7pp | 82.6%-20.1pp | 70.2%-7.7pp |
| Annual return | 20.01% | 30.12%-10.1pp | 802.94%-782.9pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,574 | $2,190-28.1% | $5,144-69.4% | $2,177-27.7% |
| Participant deferral / active EE | $3,067 | $2,471+24.1% | $5,198-41.0% | $3,514-12.7% |
| Admin fee / account holder | $13 | $472-97.2% | $13,955-99.9% | $847-98.4% |