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.
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 | $65,324 | $82,188-20.5% | $125,391-47.9% | $64,824+0.8% |
| Participation rate | 51.8% | 77.9%-26.1pp | 82.4%-30.6pp | 71.5%-19.7pp |
| Annual return | -16.97% | 3.50%-20.5pp | 572.41%-589.4pp | 32.84%-49.8pp |
| Employer contribution / active EE | $2,028 | $3,617-43.9% | $4,816-57.9% | $2,507-19.1% |
| Participant deferral / active EE | $3,288 | $7,177-54.2% | $7,448-55.8% | $4,311-23.7% |
| Admin fee / account holder | $17 | $163-89.5% | $10,009-99.8% | $188-90.9% |