Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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).
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 | $13,962 | $46,745-70.1% | $60,547-76.9% | $52,331-73.3% |
| Participation rate | 60.4% | 58.6%+1.8pp | 68.0%-7.6pp | 68.1%-7.7pp |
| Annual return | 1.43% | 0.61%+0.8pp | 335.64%-334.2pp | 4.54%-3.1pp |
| Employer contribution / active EE | $535 | $1,259-57.5% | $2,419-77.9% | $1,882-71.6% |
| Participant deferral / active EE | $1,366 | $2,145-36.3% | $3,328-59.0% | $3,022-54.8% |
| Admin fee / account holder | $40 | $537-92.6% | $4,536-99.1% | $592-93.3% |