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 | $95,301 | $61,166+55.8% | $185,849-48.7% | $79,391+20.0% |
| Participation rate | 65.6% | 66.6%-1.0pp | 81.7%-16.1pp | 70.7%-5.1pp |
| Annual return | 14.14% | 19.45%-5.3pp | 122.10%-108.0pp | 116.88%-102.7pp |
| Employer contribution / active EE | $3,413 | $2,321+47.1% | $5,169-34.0% | $2,428+40.6% |
| Participant deferral / active EE | $2,690 | $2,789-3.5% | $5,569-51.7% | $4,046-33.5% |
| Admin fee / account holder | $5 | $710-99.4% | $16,244-100.0% | $627-99.3% |