Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,769 | $46,697-72.7% | $117,533-89.1% | $68,486-81.4% |
| Participation rate | 40.8% | 56.8%-15.9pp | 70.6%-29.8pp | 67.9%-27.0pp |
| Annual return | -18.78% | -14.52%-4.3pp | 29.77%-48.6pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,262 | $2,637-14.2% | $4,072-44.5% | $4,028-43.8% |
| Admin fee / account holder | $229 | $4,023-94.3% | $5,647-95.9% | $5,404-95.8% |