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 | $41,192 | $51,769-20.4% | $57,356-28.2% | $52,331-21.3% |
| Participation rate | 68.4% | 75.2%-6.8pp | 75.1%-6.7pp | 68.1%+0.3pp |
| Annual return | 1.46% | 2.43%-1.0pp | 24.41%-22.9pp | 4.54%-3.1pp |
| Employer contribution / active EE | $3,120 | $2,335+33.6% | $2,689+16.0% | $1,882+65.8% |
| Participant deferral / active EE | $3,256 | $2,794+16.5% | $3,162+3.0% | $3,022+7.7% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |