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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,188 | $65,322-72.2% | $70,462-74.2% | $73,493-75.3% |
| Participation rate | 88.0% | 77.0%+11.0pp | 75.1%+12.9pp | 70.7%+17.3pp |
| Annual return | 110.56% | 15.71%+94.8pp | 109.08%+1.5pp | 28.51%+82.0pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,320 | $3,375+146.5% | $3,710+124.3% | $3,740+122.5% |
| Admin fee / account holder | $9 | $214-95.8% | $3,845-99.8% | $513-98.3% |