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.
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 | $27,678 | $47,105-41.2% | $68,368-59.5% | $67,986-59.3% |
| Participation rate | 54.7% | 51.8%+2.9pp | 73.8%-19.1pp | 57.2%-2.5pp |
| Annual return | 8.90% | 48.37%-39.5pp | 292.57%-283.7pp | 31.67%-22.8pp |
| Employer contribution / active EE | $1,316 | $1,859-29.2% | $2,649-50.3% | $2,019-34.8% |
| Participant deferral / active EE | $485 | $2,374-79.6% | $4,123-88.2% | $3,358-85.6% |
| Admin fee / account holder | $20 | $2,435-99.2% | $5,150-99.6% | $3,203-99.4% |