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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,296 | $91,198-84.3% | $178,503-92.0% | $79,856-82.1% |
| Participation rate | 31.2% | 69.2%-38.0pp | 81.9%-50.8pp | 69.6%-38.5pp |
| Annual return | 2.97% | 24.20%-21.2pp | 151.12%-148.1pp | 31.71%-28.7pp |
| Employer contribution / active EE | $409 | $3,257-87.4% | $5,011-91.8% | $2,471-83.4% |
| Participant deferral / active EE | $1,052 | $3,237-67.5% | $5,202-79.8% | $3,741-71.9% |
| Admin fee / account holder | $42 | $6,748-99.4% | $13,987-99.7% | $5,306-99.2% |