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.
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 | $39,610 | $64,138-38.2% | $112,258-64.7% | $66,930-40.8% |
| Participation rate | 19.9% | 68.5%-48.6pp | 75.1%-55.2pp | 69.8%-49.9pp |
| Annual return | -17.40% | -13.81%-3.6pp | 27.47%-44.9pp | 1.57%-19.0pp |
| Employer contribution / active EE | $925 | $3,006-69.2% | $3,636-74.6% | $2,545-63.7% |
| Participant deferral / active EE | $1,228 | $3,694-66.8% | $4,728-74.0% | $4,238-71.0% |
| Admin fee / account holder | $26 | $625-95.9% | $6,411-99.6% | $593-95.7% |