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.
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 | $10,552 | $62,132-83.0% | $185,861-94.3% | $73,497-85.6% |
| Participation rate | 53.8% | 67.8%-14.0pp | 78.0%-24.3pp | 70.7%-16.9pp |
| Annual return | 9.28% | 20.44%-11.2pp | 35.96%-26.7pp | 28.51%-19.2pp |
| Employer contribution / active EE | $424 | $1,681-74.8% | $4,088-89.6% | $2,270-81.3% |
| Participant deferral / active EE | $2,415 | $3,711-34.9% | $5,634-57.1% | $3,740-35.4% |
| Admin fee / account holder | $11 | $419-97.3% | $9,503-99.9% | $513-97.8% |