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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,929 | $55,453-82.1% | $170,435-94.2% | $62,293-84.1% |
| Participation rate | 63.9% | 66.4%-2.5pp | 83.6%-19.7pp | 69.5%-5.6pp |
| Annual return | 160.12% | 21.38%+138.7pp | 205.94%-45.8pp | 28.90%+131.2pp |
| Employer contribution / active EE | $520 | $2,164-76.0% | $5,432-90.4% | $2,042-74.5% |
| Participant deferral / active EE | $1,912 | $2,303-17.0% | $4,939-61.3% | $3,169-39.7% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |