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.
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 | $5,753 | $78,529-92.7% | $105,591-94.6% | $74,400-92.3% |
| Participation rate | 79.5% | 72.8%+6.7pp | 75.3%+4.2pp | 67.2%+12.3pp |
| Annual return | 12.54% | 15.94%-3.4pp | 116.43%-103.9pp | 1367.51%-1355.0pp |
| Employer contribution / active EE | $791 | $2,522-68.6% | $3,166-75.0% | $2,624-69.9% |
| Participant deferral / active EE | $1,198 | $4,321-72.3% | $5,008-76.1% | $4,348-72.5% |
| Admin fee / account holder | $10 | $2,216-99.6% | $11,024-99.9% | $1,944-99.5% |