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.
Employer contribution per participant 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 | $23,530 | $80,763-70.9% | $102,412-77.0% | $74,459-68.4% |
| Participation rate | 42.3% | 65.7%-23.4pp | 74.5%-32.2pp | 67.2%-24.9pp |
| Annual return | 13.09% | 27.57%-14.5pp | 24.94%-11.9pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $208 | $3,160-93.4% | $3,870-94.6% | $2,626-92.1% |
| Participant deferral / active EE | $1,678 | $3,862-56.5% | $5,060-66.8% | $4,350-61.4% |
| Admin fee / account holder | $32 | $2,371-98.7% | $8,388-99.6% | $1,945-98.4% |