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.
Participant contribution per participant 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 | $21,946 | $55,453-60.4% | $170,435-87.1% | $62,293-64.8% |
| Participation rate | 37.1% | 66.4%-29.3pp | 83.6%-46.5pp | 69.5%-32.4pp |
| Annual return | 15.43% | 21.38%-5.9pp | 205.94%-190.5pp | 28.90%-13.5pp |
| Employer contribution / active EE | $340 | $2,164-84.3% | $5,432-93.7% | $2,042-83.3% |
| Participant deferral / active EE | $434 | $2,303-81.2% | $4,939-91.2% | $3,169-86.3% |
| Admin fee / account holder | $9 | $455-97.9% | $13,881-99.9% | $479-98.1% |