Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,364 | $37,463-85.7% | $77,100-93.0% | $66,949-92.0% |
| Participation rate | 20.5% | 52.9%-32.5pp | 67.9%-47.5pp | 69.8%-49.4pp |
| Annual return | 0.00% | -3.25%+3.2pp | 42.35%-42.4pp | 1.57%-1.6pp |
| Employer contribution / active EE | $182 | $1,535-88.1% | $2,815-93.5% | $2,545-92.9% |
| Participant deferral / active EE | $934 | $2,621-64.4% | $4,430-78.9% | $4,239-78.0% |
| Admin fee / account holder | $47 | $568-91.8% | $5,443-99.1% | $594-92.1% |