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 | $12,200 | $47,977-74.6% | $154,114-92.1% | $56,287-78.3% |
| Participation rate | 36.0% | 66.2%-30.2pp | 83.0%-47.0pp | 69.9%-33.9pp |
| Annual return | 5.96% | 3.54%+2.4pp | 735.16%-729.2pp | -9.96%+15.9pp |
| Employer contribution / active EE | $456 | $2,169-79.0% | $5,298-91.4% | $2,111-78.4% |
| Participant deferral / active EE | $694 | $2,392-71.0% | $5,081-86.3% | $3,350-79.3% |
| Admin fee / account holder | $200 | $438-54.5% | $13,411-98.5% | $521-61.7% |