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.
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 | $131,888 | $85,766+53.8% | $136,297-3.2% | $70,124+88.1% |
| Participation rate | 56.4% | 74.2%-17.8pp | 81.9%-25.5pp | 69.5%-13.2pp |
| Annual return | 16.38% | 31.45%-15.1pp | 5156.19%-5139.8pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,800 | $2,966-39.3% | $4,696-61.7% | $2,342-23.2% |
| Participant deferral / active EE | $6,391 | $5,051+26.5% | $6,247+2.3% | $3,332+91.8% |
| Admin fee / account holder | $24 | $5,420-99.6% | $9,244-99.7% | $4,645-99.5% |