Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,505 | $37,463-66.6% | $77,100-83.8% | $66,949-81.3% |
| Participation rate | 12.2% | 52.9%-40.7pp | 67.9%-55.7pp | 69.8%-57.6pp |
| Annual return | -3.13% | -3.25%+0.1pp | 42.35%-45.5pp | 1.57%-4.7pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $738 | $2,621-71.8% | $4,430-83.3% | $4,239-82.6% |
| Admin fee / account holder | $124 | $568-78.2% | $5,443-97.7% | $594-79.2% |