Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,481 | $46,332-90.3% | $143,797-96.9% | $64,824-93.1% |
| Participation rate | 44.0% | 64.2%-20.3pp | 80.3%-36.4pp | 71.5%-27.5pp |
| Annual return | -14.34% | -10.05%-4.3pp | -0.04%-14.3pp | 32.84%-47.2pp |
| Employer contribution / active EE | $393 | $1,911-79.5% | $4,952-92.1% | $2,507-84.3% |
| Participant deferral / active EE | $1,120 | $2,647-57.7% | $5,638-80.1% | $4,311-74.0% |
| Admin fee / account holder | $38 | $154-75.4% | $14,679-99.7% | $188-79.9% |