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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,477 | $81,476-90.8% | $102,383-92.7% | $80,925-90.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 6.56% | 25.59%-19.0pp | 24.94%-18.4pp | 35.65%-29.1pp |
| Employer contribution / active EE | $3,917 | $3,105+26.2% | $3,870+1.2% | $2,756+42.1% |
| Participant deferral / active EE | $1,830 | $3,871-52.7% | $5,060-63.8% | $4,299-57.4% |
| Admin fee / account holder | $59 | $6,717-99.1% | $8,391-99.3% | $6,940-99.1% |