Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,995 | $80,753-95.1% | $136,298-97.1% | $62,293-93.6% |
| Participation rate | 88.2% | 73.5%+14.6pp | 81.9%+6.3pp | 69.5%+18.7pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5156.27%-5156.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $836 | $2,884-71.0% | $4,696-82.2% | $2,042-59.1% |
| Participant deferral / active EE | $1,548 | $5,164-70.0% | $6,247-75.2% | $3,169-51.1% |
| Admin fee / account holder | $4 | $525-99.2% | $9,244-100.0% | $479-99.1% |