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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,380 | $56,484-94.0% | $169,452-98.0% | $64,173-94.7% |
| Participation rate | 94.8% | 64.5%+30.3pp | 77.8%+17.0pp | 69.6%+25.2pp |
| Annual return | -11.97% | -1.55%-10.4pp | 1.83%-13.8pp | 7.63%-19.6pp |
| Employer contribution / active EE | $514 | $1,832-72.0% | $4,157-87.6% | $2,381-78.4% |
| Participant deferral / active EE | $1,707 | $3,448-50.5% | $5,277-67.7% | $3,470-50.8% |
| Admin fee / account holder | $6 | $4,174-99.9% | $9,110-99.9% | $4,887-99.9% |