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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,092 | $36,002-85.9% | $161,489-96.8% | $64,728-92.1% |
| Participation rate | 86.3% | 57.4%+28.9pp | 78.7%+7.6pp | 57.9%+28.4pp |
| Annual return | 16.82% | 33.93%-17.1pp | 89.72%-72.9pp | 49.38%-32.6pp |
| Employer contribution / active EE | $265 | $1,380-80.8% | $4,268-93.8% | $2,243-88.2% |
| Participant deferral / active EE | $941 | $1,815-48.2% | $5,630-83.3% | $2,729-65.5% |
| Admin fee / account holder | $5 | $931-99.5% | $16,006-100.0% | $1,145-99.6% |