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.
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 | $25,356 | $42,396-40.2% | $67,313-62.3% | $56,287-55.0% |
| Participation rate | 33.1% | 61.0%-27.9pp | 69.1%-36.0pp | 69.9%-36.8pp |
| Annual return | 65.09% | -36.63%+101.7pp | -4.08%+69.2pp | -9.96%+75.1pp |
| Employer contribution / active EE | $267 | $1,414-81.1% | $2,566-89.6% | $2,111-87.3% |
| Participant deferral / active EE | $840 | $2,360-64.4% | $3,568-76.5% | $3,350-74.9% |
| Admin fee / account holder | $181 | $510-64.4% | $4,507-96.0% | $521-65.2% |