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).
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 | $23,349 | $32,425-28.0% | $74,577-68.7% | $55,167-57.7% |
| Participation rate | 7.1% | 54.0%-46.9pp | 68.1%-61.0pp | 69.0%-61.9pp |
| Annual return | 9.13% | 10.63%-1.5pp | 20.47%-11.3pp | 169.23%-160.1pp |
| Employer contribution / active EE | $203 | $1,043-80.5% | $2,525-92.0% | $1,963-89.7% |
| Participant deferral / active EE | $344 | $1,995-82.8% | $3,458-90.1% | $3,054-88.7% |
| Admin fee / account holder | $118 | $748-84.2% | $4,138-97.2% | $504-76.6% |