Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.
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 | $1,145 | $34,634-96.7% | $77,096-98.5% | $64,819-98.2% |
| Participation rate | 3.0% | 49.8%-46.8pp | 67.9%-64.9pp | 71.5%-68.5pp |
| Annual return | 0.00% | -5.31%+5.3pp | 42.35%-42.3pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,814-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $33 | $2,553-98.7% | $4,429-99.3% | $4,311-99.2% |
| Admin fee / account holder | $1 | $178-99.3% | $5,428-100.0% | $188-99.3% |