Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.
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).
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 | $3,874 | $73,404-94.7% | $87,104-95.6% | $67,579-94.3% |
| Participation rate | 4.9% | 80.9%-76.0pp | 76.9%-72.0pp | 71.3%-66.4pp |
| Annual return | 0.00% | 48.29%-48.3pp | 28.19%-28.2pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $182 | $3,913-95.3% | $4,048-95.5% | $3,539-94.8% |
| Admin fee / account holder | $3 | $142-97.7% | $7,491-100.0% | $142-97.7% |