Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,869 | $55,472-82.2% | $155,567-93.7% | $74,546-86.8% |
| Participation rate | 93.5% | 61.9%+31.6pp | 78.2%+15.4pp | 67.2%+26.3pp |
| Annual return | 14.05% | 268.72%-254.7pp | 64.74%-50.7pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $2,405 | $2,269+6.0% | $4,674-48.6% | $2,624-8.4% |
| Participant deferral / active EE | $3,686 | $2,838+29.9% | $5,628-34.5% | $4,347-15.2% |
| Admin fee / account holder | $19 | $1,743-98.9% | $15,916-99.9% | $1,944-99.0% |