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.
Employer contribution per participant 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 | $39,053 | $75,183-48.1% | $123,894-68.5% | $55,167-29.2% |
| Participation rate | 67.3% | 72.8%-5.5pp | 81.4%-14.1pp | 69.0%-1.7pp |
| Annual return | 17.66% | 19.01%-1.4pp | 47.52%-29.9pp | 169.23%-151.6pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,118 | $5,084-19.0% | $5,984-31.2% | $3,054+34.8% |
| Admin fee / account holder | $8 | $663-98.9% | $8,357-99.9% | $504-98.5% |