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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,318 | $40,435-54.7% | $80,648-77.3% | $74,473-75.4% |
| Participation rate | 40.4% | 47.4%-7.0pp | 67.0%-26.7pp | 70.7%-30.4pp |
| Annual return | 14.24% | 165.22%-151.0pp | 937.21%-923.0pp | 34.36%-20.1pp |
| Employer contribution / active EE | $848 | $1,498-43.4% | $2,724-68.9% | $2,638-67.9% |
| Participant deferral / active EE | $1,450 | $2,673-45.8% | $4,443-67.4% | $4,530-68.0% |
| Admin fee / account holder | $10 | $721-98.6% | $5,382-99.8% | $347-97.1% |