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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).
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 | $23,811 | $80,753-70.5% | $136,298-82.5% | $62,293-61.8% |
| Participation rate | 86.0% | 73.5%+12.4pp | 81.9%+4.1pp | 69.5%+16.5pp |
| Annual return | 40.61% | 35.83%+4.8pp | 5156.27%-5115.7pp | 28.90%+11.7pp |
| Employer contribution / active EE | $50 | $2,884-98.3% | $4,696-98.9% | $2,042-97.6% |
| Participant deferral / active EE | $9,408 | $5,164+82.2% | $6,247+50.6% | $3,169+196.9% |
| Admin fee / account holder | $45 | $525-91.5% | $9,244-99.5% | $479-90.7% |