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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $101,029 | $54,573+85.1% | $90,965+11.1% | $73,493+37.5% |
| Participation rate | 67.5% | 61.2%+6.3pp | 69.0%-1.6pp | 70.7%-3.2pp |
| Annual return | 15.77% | 16.69%-0.9pp | 134.57%-118.8pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,084 | $991+9.4% | $2,122-48.9% | $2,270-52.2% |
| Participant deferral / active EE | $3,569 | $2,517+41.8% | $3,373+5.8% | $3,740-4.6% |
| Admin fee / account holder | $12 | $521-97.6% | $5,960-99.8% | $513-97.6% |