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.
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 | $9,743 | $31,109-68.7% | $67,704-85.6% | $52,331-81.4% |
| Participation rate | 45.2% | 54.0%-8.8pp | 67.5%-22.4pp | 68.1%-22.9pp |
| Annual return | -3.17% | 23.70%-26.9pp | 25.41%-28.6pp | 4.54%-7.7pp |
| Employer contribution / active EE | $567 | $1,076-47.3% | $2,559-77.9% | $1,882-69.9% |
| Participant deferral / active EE | $1,255 | $1,970-36.3% | $3,585-65.0% | $3,022-58.5% |
| Admin fee / account holder | $19 | $466-95.8% | $4,255-99.5% | $592-96.7% |