Filed August 14, 2021
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,036 | $55,453-27.8% | $170,435-76.5% | $62,293-35.7% |
| Participation rate | 46.6% | 66.4%-19.8pp | 83.6%-37.0pp | 69.5%-22.9pp |
| Annual return | 8.22% | 21.38%-13.2pp | 205.94%-197.7pp | 28.90%-20.7pp |
| Employer contribution / active EE | $14 | $2,164-99.3% | $5,432-99.7% | $2,042-99.3% |
| Participant deferral / active EE | $839 | $2,303-63.6% | $4,939-83.0% | $3,169-73.5% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |