Filed May 25, 2022
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 | $32,002 | $57,921-44.7% | $84,753-62.2% | $57,658-44.5% |
| Participation rate | 38.2% | 72.9%-34.8pp | 76.6%-38.4pp | 70.2%-32.1pp |
| Annual return | 10.52% | 10.24%+0.3pp | 22.78%-12.3pp | 5.13%+5.4pp |
| Employer contribution / active EE | $874 | $2,598-66.4% | $3,574-75.6% | $1,974-55.7% |
| Participant deferral / active EE | $1,963 | $2,742-28.4% | $3,712-47.1% | $3,061-35.9% |
| Admin fee / account holder | $26 | $130-80.3% | $5,333-99.5% | $95-73.0% |