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.
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $85,590 | $69,383+23.4% | $101,271-15.5% | $73,493+16.5% |
| Participation rate | 23.0% | 68.4%-45.4pp | 75.8%-52.8pp | 70.7%-47.7pp |
| Annual return | 10.71% | 18.46%-7.8pp | 46.48%-35.8pp | 28.51%-17.8pp |
| Employer contribution / active EE | $2,292 | $2,628-12.8% | $3,660-37.4% | $2,270+1.0% |
| Participant deferral / active EE | $6,399 | $3,301+93.9% | $4,371+46.4% | $3,740+71.1% |
| Admin fee / account holder | $228 | $704-67.6% | $5,948-96.2% | $513-55.6% |