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 | $36,772 | $83,023-55.7% | $102,437-64.1% | $77,762-52.7% |
| Participation rate | 65.0% | 71.5%-6.5pp | 74.5%-9.5pp | 70.6%-5.5pp |
| Annual return | 11.39% | 19.12%-7.7pp | 24.95%-13.6pp | 31.27%-19.9pp |
| Employer contribution / active EE | $3,762 | $3,552+5.9% | $3,871-2.8% | $2,728+37.9% |
| Participant deferral / active EE | $2,293 | $4,110-44.2% | $5,060-54.7% | $4,651-50.7% |
| Admin fee / account holder | $84 | $639-86.9% | $8,388-99.0% | $433-80.7% |