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.
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 | $22,171 | $59,402-62.7% | $93,654-76.3% | $74,546-70.3% |
| Participation rate | 31.2% | 59.7%-28.5pp | 68.7%-37.6pp | 67.2%-36.0pp |
| Annual return | 12.06% | 81.86%-69.8pp | 133.34%-121.3pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $951 | $1,265-24.8% | $2,421-60.7% | $2,624-63.8% |
| Participant deferral / active EE | $1,708 | $3,049-44.0% | $4,413-61.3% | $4,347-60.7% |
| Admin fee / account holder | $275 | $3,023-90.9% | $8,282-96.7% | $1,944-85.9% |