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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 | $21,686 | $61,214-64.6% | $83,327-74.0% | $56,289-61.5% |
| Participation rate | 79.1% | 72.6%+6.5pp | 77.8%+1.4pp | 69.9%+9.3pp |
| Annual return | -6.89% | 0.42%-7.3pp | 10.64%-17.5pp | -9.96%+3.1pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,267 | $5,091-35.8% | $5,565-41.3% | $3,350-2.5% |
| Admin fee / account holder | $118 | $512-77.0% | $7,540-98.4% | $521-77.4% |