Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $87,367 | $81,643+7.0% | $70,462+24.0% | $158,950-45.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.27% | 208.51%-204.2pp | 109.08%-104.8pp | 302.91%-298.6pp |
| Employer contribution / active EE | $112,845 | $3,218+3406.9% | $2,737+4022.3% | $4,762+2269.7% |
| Participant deferral / active EE | $147,802 | $4,555+3145.0% | $3,710+3884.3% | $5,983+2370.5% |
| Admin fee / account holder | $58 | $6,194-99.1% | $3,845-98.5% | $11,248-99.5% |