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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,037 | $43,423-83.8% | $78,675-91.1% | $55,167-87.2% |
| Participation rate | 45.6% | 68.0%-22.4pp | 73.6%-28.0pp | 69.0%-23.4pp |
| Annual return | 5.62% | 11.53%-5.9pp | 62.19%-56.6pp | 169.23%-163.6pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $654 | $2,509-73.9% | $3,517-81.4% | $3,054-78.6% |
| Admin fee / account holder | $2 | $416-99.6% | $4,510-100.0% | $504-99.6% |