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.
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 | $2,936 | $55,470-94.7% | $155,556-98.1% | $74,478-96.1% |
| Participation rate | 87.7% | 61.9%+25.8pp | 78.2%+9.5pp | 67.2%+20.5pp |
| Annual return | 25.70% | 269.80%-244.1pp | 64.84%-39.1pp | 1370.56%-1344.9pp |
| Employer contribution / active EE | $527 | $2,267-76.7% | $4,675-88.7% | $2,626-79.9% |
| Participant deferral / active EE | $830 | $2,838-70.7% | $5,631-85.3% | $4,350-80.9% |
| Admin fee / account holder | $12 | $1,744-99.3% | $15,885-99.9% | $1,946-99.4% |