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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $4,018 | $65,960-93.9% | $81,882-95.1% | $77,762-94.8% |
| Participation rate | 85.7% | 65.8%+19.9pp | 72.4%+13.3pp | 70.6%+15.1pp |
| Annual return | 6.83% | 26.64%-19.8pp | 779.47%-772.6pp | 31.27%-24.4pp |
| Employer contribution / active EE | $487 | $2,375-79.5% | $2,916-83.3% | $2,728-82.2% |
| Participant deferral / active EE | $97 | $3,505-97.2% | $4,323-97.8% | $4,651-97.9% |
| Admin fee / account holder | $6 | $526-98.8% | $7,360-99.9% | $433-98.6% |