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 | $9,378 | $88,515-89.4% | $162,185-94.2% | $67,582-86.1% |
| Participation rate | 54.3% | 86.8%-32.5pp | 87.6%-33.3pp | 71.3%-17.0pp |
| Annual return | 0.00% | 27.04%-27.0pp | 115.61%-115.6pp | 378.57%-378.6pp |
| Employer contribution / active EE | $0 | $3,563-100.0% | $5,613-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,187 | $5,724-61.8% | $7,297-70.0% | $3,539-38.2% |
| Admin fee / account holder | $0 | $124-99.9% | $10,844-100.0% | $142-99.9% |