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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 | $24,181 | $88,122-72.6% | $141,191-82.9% | $67,579-64.2% |
| Participation rate | 86.0% | 76.5%+9.6pp | 82.5%+3.5pp | 71.3%+14.7pp |
| Annual return | 129.73% | 75.40%+54.3pp | 71.41%+58.3pp | 378.56%-248.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $7,787 | $5,958+30.7% | $6,710+16.0% | $3,539+120.0% |
| Admin fee / account holder | $3 | $131-98.0% | $10,264-100.0% | $142-98.2% |