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.
Participant 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 | $20,832 | $89,123-76.6% | $102,460-79.7% | $77,762-73.2% |
| Participation rate | 78.9% | 80.9%-2.0pp | 76.5%+2.4pp | 70.6%+8.3pp |
| Annual return | 15.76% | 25.05%-9.3pp | 29.47%-13.7pp | 31.27%-15.5pp |
| Employer contribution / active EE | $1,684 | $2,700-37.6% | $3,025-44.3% | $2,728-38.3% |
| Participant deferral / active EE | $2,500 | $5,148-51.4% | $5,056-50.6% | $4,651-46.2% |
| Admin fee / account holder | $9 | $236-96.4% | $9,460-99.9% | $433-98.0% |