Filed May 10, 2018
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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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $65,021 | $52,967+22.8% | $172,753-62.4% | $65,186-0.3% |
| Participation rate | 45.2% | 66.2%-21.0pp | 82.6%-37.5pp | 70.2%-25.0pp |
| Annual return | 21.13% | 30.12%-9.0pp | 803.00%-781.9pp | 29.39%-8.3pp |
| Employer contribution / active EE | $590 | $2,190-73.1% | $5,144-88.5% | $2,177-72.9% |
| Participant deferral / active EE | $2,146 | $2,471-13.2% | $5,198-58.7% | $3,514-38.9% |
| Admin fee / account holder | $0 | $472-100.0% | $13,956-100.0% | $847-100.0% |