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.
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 | $13,543 | $75,388-82.0% | $123,553-89.0% | $55,727-75.7% |
| Participation rate | 73.4% | 75.7%-2.3pp | 82.3%-8.9pp | 70.9%+2.5pp |
| Annual return | 86.30% | 4.48%+81.8pp | 119.21%-32.9pp | 244.94%-158.6pp |
| Employer contribution / active EE | $25 | $3,063-99.2% | $4,628-99.5% | $2,078-98.8% |
| Participant deferral / active EE | $5,407 | $5,651-4.3% | $6,426-15.9% | $3,356+61.1% |
| Admin fee / account holder | $3 | $120-97.8% | $9,284-100.0% | $115-97.7% |