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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,816 | $48,314-19.7% | $67,561-42.5% | $80,925-52.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 8.92% | 18.28%-9.4pp | 3525.44%-3516.5pp | 35.65%-26.7pp |
| Employer contribution / active EE | $1,972 | $2,022-2.5% | $2,735-27.9% | $2,756-28.5% |
| Participant deferral / active EE | $2,169 | $2,927-25.9% | $4,003-45.8% | $4,299-49.5% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |