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.
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 | $9,126 | $55,902-83.7% | $76,030-88.0% | $80,959-88.7% |
| Participation rate | 91.3% | 62.1%+29.2pp | 69.1%+22.2pp | 67.7%+23.6pp |
| Annual return | 13.11% | 20.59%-7.5pp | 361.54%-348.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,333 | $3,051+238.7% | $4,257+142.7% | $4,300+140.3% |
| Admin fee / account holder | $16 | $5,239-99.7% | $6,421-99.8% | $6,925-99.8% |