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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,272 | $55,453-81.5% | $170,435-94.0% | $62,293-83.5% |
| Participation rate | 33.8% | 66.4%-32.6pp | 83.6%-49.8pp | 69.5%-35.7pp |
| Annual return | 12.62% | 21.38%-8.8pp | 205.94%-193.3pp | 28.90%-16.3pp |
| Employer contribution / active EE | $610 | $2,164-71.8% | $5,432-88.8% | $2,042-70.1% |
| Participant deferral / active EE | $825 | $2,303-64.2% | $4,939-83.3% | $3,169-74.0% |
| Admin fee / account holder | $54 | $455-88.0% | $13,881-99.6% | $479-88.6% |