Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,397 | $106,110-72.3% | $147,005-80.0% | $77,671-62.2% |
| Participation rate | 58.1% | 78.4%-20.3pp | 82.2%-24.1pp | 70.6%-12.5pp |
| Annual return | 17.11% | 56.77%-39.7pp | 418.76%-401.7pp | 31.21%-14.1pp |
| Employer contribution / active EE | $2,593 | $4,065-36.2% | $4,934-47.4% | $2,726-4.9% |
| Participant deferral / active EE | $4,456 | $7,992-44.2% | $8,070-44.8% | $4,648-4.1% |
| Admin fee / account holder | $28 | $338-91.7% | $13,006-99.8% | $430-93.5% |