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 | $56,866 | $60,795-6.5% | $69,483-18.2% | $65,186-12.8% |
| Participation rate | 65.9% | 74.9%-9.0pp | 74.6%-8.7pp | 70.2%-4.3pp |
| Annual return | 22.22% | 17.46%+4.8pp | 28.99%-6.8pp | 29.39%-7.2pp |
| Employer contribution / active EE | $1,935 | $2,452-21.1% | $2,780-30.4% | $2,177-11.1% |
| Participant deferral / active EE | $5,134 | $3,162+62.4% | $3,537+45.2% | $3,514+46.1% |
| Admin fee / account holder | $84 | $314-73.3% | $3,841-97.8% | $847-90.1% |