Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,636 | $130,294-77.3% | $170,028-82.6% | $71,495-58.5% |
| Participation rate | 96.9% | 86.2%+10.8pp | 87.0%+9.9pp | 67.9%+29.0pp |
| Annual return | 50.78% | 20.36%+30.4pp | 53.39%-2.6pp | 28.85%+21.9pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,788-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $10,805 | $6,928+56.0% | $10,409+3.8% | $4,291+151.8% |
| Admin fee / account holder | $26 | $966-97.4% | $12,820-99.8% | $1,588-98.4% |