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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,844 | $55,167-24.2% | - | $55,167-24.2% |
| Participation rate | 48.5% | 69.0%-20.5pp | - | 69.0%-20.5pp |
| Annual return | 9.68% | 169.23%-159.6pp | - | 169.23%-159.6pp |
| Employer contribution / active EE | $580 | $1,963-70.5% | - | $1,963-70.5% |
| Participant deferral / active EE | $2,214 | $3,054-27.5% | - | $3,054-27.5% |
| Admin fee / account holder | $30 | $504-94.1% | - | $504-94.1% |