Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,143 | $79,209-75.8% | $102,434-81.3% | $74,459-74.3% |
| Participation rate | 80.4% | 74.8%+5.6pp | 76.5%+3.8pp | 67.2%+13.1pp |
| Annual return | 28.73% | 54.98%-26.3pp | 29.46%-0.7pp | 1369.70%-1341.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,366 | $4,417+44.1% | $5,055+25.9% | $4,350+46.4% |
| Admin fee / account holder | $24 | $2,002-98.8% | $9,462-99.8% | $1,945-98.8% |