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 | $14,373 | $88,479-83.8% | $96,515-85.1% | $80,157-82.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 26.06% | 22.53%+3.5pp | 35.73%-9.7pp | 40.39%-14.3pp |
| Employer contribution / active EE | $218 | $4,177-94.8% | $3,740-94.2% | $2,977-92.7% |
| Participant deferral / active EE | $5,908 | $3,961+49.2% | $4,880+21.1% | $5,015+17.8% |
| Admin fee / account holder | $0 | $211-100.0% | $6,735-100.0% | $145-100.0% |