Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.
Participant 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 | $6,808 | $65,092-89.5% | $143,799-95.3% | $66,938-89.8% |
| Participation rate | 15.3% | 65.2%-49.9pp | 80.3%-65.0pp | 69.8%-54.5pp |
| Annual return | -4.41% | -11.14%+6.7pp | -0.04%-4.4pp | 1.58%-6.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $440 | $2,920-84.9% | $5,638-92.2% | $4,238-89.6% |
| Admin fee / account holder | $38 | $502-92.4% | $14,677-99.7% | $594-93.6% |