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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $9,122 | $36,916-75.3% | $156,551-94.2% | $57,658-84.2% |
| Participation rate | 13.3% | 63.4%-50.2pp | 84.0%-70.7pp | 70.2%-57.0pp |
| Annual return | 5.49% | 12.38%-6.9pp | 32.23%-26.7pp | 5.13%+0.4pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $301 | $1,926-84.4% | $4,871-93.8% | $3,061-90.2% |
| Admin fee / account holder | $17 | $82-79.9% | $13,028-99.9% | $95-82.5% |