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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 | $16,225 | $91,517-82.3% | $101,264-84.0% | $73,412-77.9% |
| Participation rate | 92.7% | 73.8%+18.9pp | 75.8%+16.9pp | 72.2%+20.5pp |
| Annual return | 16.60% | 17.17%-0.6pp | 46.48%-29.9pp | 59.30%-42.7pp |
| Employer contribution / active EE | $361 | $2,877-87.4% | $3,660-90.1% | $2,234-83.8% |
| Participant deferral / active EE | $1,994 | $3,338-40.3% | $4,370-54.4% | $3,806-47.6% |
| Admin fee / account holder | $65 | $216-70.1% | $5,947-98.9% | $158-59.1% |