Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $13,726 | $65,364-79.0% | $92,909-85.2% | $72,975-81.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 4.72% | 42.11%-37.4pp | 109.44%-104.7pp | 81.01%-76.3pp |
| Employer contribution / active EE | $2,859 | $2,594+10.2% | $3,653-21.8% | $2,440+17.2% |
| Participant deferral / active EE | $2,940 | $3,128-6.0% | $4,238-30.6% | $3,608-18.5% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |