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 | $35,866 | $55,470-35.3% | $155,556-76.9% | $74,478-51.8% |
| Participation rate | 65.9% | 61.9%+4.0pp | 78.2%-12.3pp | 67.2%-1.3pp |
| Annual return | 7.79% | 269.80%-262.0pp | 64.84%-57.0pp | 1370.56%-1362.8pp |
| Employer contribution / active EE | $1,250 | $2,267-44.9% | $4,675-73.3% | $2,626-52.4% |
| Participant deferral / active EE | $1,333 | $2,838-53.0% | $5,631-76.3% | $4,350-69.3% |
| Admin fee / account holder | $76 | $1,744-95.7% | $15,885-99.5% | $1,946-96.1% |