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.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,909-100.0% | $60,906-100.0% | $68,486-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 73.1%-73.1pp | 67.9%-67.9pp |
| Annual return | -0.53% | -13.99%+13.5pp | 16.94%-17.5pp | -7.85%+7.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,823 | $2,866-36.4% | $3,814-52.2% | $4,028-54.7% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |