Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,283 | $59,116-87.7% | $86,438-91.6% | $68,486-89.4% |
| Participation rate | 94.5% | 75.2%+19.3pp | 80.3%+14.2pp | 67.9%+26.6pp |
| Annual return | -13.23% | -0.23%-13.0pp | 4397.19%-4410.4pp | -7.85%-5.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,942 | $5,902-16.3% | $6,952-28.9% | $4,028+22.7% |
| Admin fee / account holder | $18 | $5,639-99.7% | $6,733-99.7% | $5,404-99.7% |