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 | $69,162 | $88,186-21.6% | $165,071-58.1% | $74,459-7.1% |
| Participation rate | 56.5% | 73.1%-16.7pp | 78.6%-22.2pp | 67.2%-10.8pp |
| Annual return | 16.63% | 17.13%-0.5pp | 70.17%-53.5pp | 1369.70%-1353.1pp |
| Employer contribution / active EE | $2,107 | $2,600-19.0% | $4,347-51.5% | $2,626-19.8% |
| Participant deferral / active EE | $3,468 | $4,505-23.0% | $6,035-42.5% | $4,350-20.3% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,695-100.0% | $1,945-100.0% |