Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,556 | $30,437-29.2% | $56,033-61.5% | $74,459-71.0% |
| Participation rate | 40.8% | 32.9%+7.9pp | 52.5%-11.7pp | 67.2%-26.4pp |
| Annual return | 30.02% | 24.96%+5.1pp | 1711.38%-1681.4pp | 1369.70%-1339.7pp |
| Employer contribution / active EE | $1,179 | $610+93.2% | $1,041+13.2% | $2,626-55.1% |
| Participant deferral / active EE | $1,352 | $1,176+15.0% | $1,954-30.8% | $4,350-68.9% |
| Admin fee / account holder | $61 | $2,363-97.4% | $2,827-97.8% | $1,945-96.8% |