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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,511 | $46,732-73.2% | $156,551-92.0% | $55,167-77.3% |
| Participation rate | 16.0% | 65.8%-49.8pp | 84.0%-68.0pp | 69.0%-53.0pp |
| Annual return | 9.26% | 17.72%-8.5pp | 32.23%-23.0pp | 169.23%-160.0pp |
| Employer contribution / active EE | $246 | $2,105-88.3% | $5,501-95.5% | $1,963-87.4% |
| Participant deferral / active EE | $1,137 | $2,204-48.4% | $4,871-76.7% | $3,054-62.8% |
| Admin fee / account holder | $26 | $418-93.8% | $13,028-99.8% | $504-94.9% |