Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $20,945 | $62,177-66.3% | $81,370-74.3% | $74,478-71.9% |
| Participation rate | 82.4% | 64.1%+18.4pp | 69.5%+12.9pp | 67.2%+15.2pp |
| Annual return | 82.30% | 16.62%+65.7pp | 24.85%+57.5pp | 1370.56%-1288.3pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,656 | $3,219+13.6% | $3,885-5.9% | $4,350-16.0% |
| Admin fee / account holder | $12 | $1,927-99.4% | $5,749-99.8% | $1,946-99.4% |