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Participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,245 | $44,221+4.6% | $121,220-61.9% | $56,287-17.8% |
| Participation rate | 88.0% | 61.1%+26.9pp | 71.8%+16.2pp | 69.9%+18.1pp |
| Annual return | 178.97% | -3.58%+182.5pp | 16.94%+162.0pp | -9.96%+188.9pp |
| Employer contribution / active EE | $1,600 | $1,480+8.1% | $4,023-60.2% | $2,111-24.2% |
| Participant deferral / active EE | $486 | $2,521-80.7% | $3,345-85.5% | $3,350-85.5% |
| Admin fee / account holder | $0 | $480-100.0% | $5,021-100.0% | $521-100.0% |