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.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,733 | $75,388-83.1% | $123,553-89.7% | $55,725-77.2% |
| Participation rate | 58.3% | 75.7%-17.4pp | 82.3%-24.0pp | 70.9%-12.6pp |
| Annual return | -12.15% | 4.48%-16.6pp | 119.21%-131.4pp | 244.93%-257.1pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,489 | $5,651-2.9% | $6,426-14.6% | $3,356+63.6% |
| Admin fee / account holder | $22 | $120-81.9% | $9,284-99.8% | $115-81.2% |