Sign up free to preview peer percentile detail
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,418 | $88,186-65.5% | $165,071-81.6% | $74,459-59.1% |
| Participation rate | 87.2% | 73.1%+14.0pp | 78.6%+8.6pp | 67.2%+20.0pp |
| Annual return | 15.20% | 17.13%-1.9pp | 70.17%-55.0pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $4,347-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $327 | $4,505-92.7% | $6,035-94.6% | $4,350-92.5% |
| Admin fee / account holder | $264 | $2,234-88.2% | $12,695-97.9% | $1,945-86.4% |