Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,590 | $93,617-57.7% | $135,982-70.9% | $75,177-47.3% |
| Participation rate | 91.1% | 75.2%+15.9pp | 81.9%+9.2pp | 67.2%+23.9pp |
| Annual return | 22.75% | 30.89%-8.1pp | 68.32%-45.6pp | 160.75%-138.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,966 | $6,406+86.8% | $7,760+54.2% | $4,126+190.0% |
| Admin fee / account holder | $11 | $6,980-99.8% | $10,767-99.9% | $5,651-99.8% |