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.
Annual investment return 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 | $19,267 | $27,330-29.5% | $67,704-71.5% | $55,191-65.1% |
| Participation rate | 4.2% | 47.5%-43.3pp | 67.5%-63.3pp | 69.2%-65.0pp |
| Annual return | -17.17% | 8.81%-26.0pp | 25.41%-42.6pp | 10.78%-28.0pp |
| Employer contribution / active EE | $161 | $855-81.2% | $2,559-93.7% | $1,899-91.5% |
| Participant deferral / active EE | $247 | $1,709-85.5% | $3,585-93.1% | $3,046-91.9% |
| Admin fee / account holder | $104 | $109-5.1% | $4,255-97.6% | $91+14.2% |