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.
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 | $33,554 | $95,438-64.8% | $135,982-75.3% | $74,473-54.9% |
| Participation rate | 95.9% | 78.2%+17.7pp | 81.9%+14.0pp | 70.7%+25.2pp |
| Annual return | 19.96% | 32.61%-12.6pp | 68.32%-48.4pp | 34.36%-14.4pp |
| Employer contribution / active EE | $1,900 | $3,878-51.0% | $4,859-60.9% | $2,638-28.0% |
| Participant deferral / active EE | $4,294 | $7,790-44.9% | $7,760-44.7% | $4,530-5.2% |
| Admin fee / account holder | $21 | $259-92.0% | $10,767-99.8% | $347-94.0% |