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.
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).
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 | $9,503 | $171,867-94.5% | $149,721-93.7% | $147,586-93.6% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 16.44% | 2113.36%-2096.9pp | 1501.67%-1485.2pp | 578.59%-562.2pp |
| Employer contribution / active EE | $5,938 | $6,275-5.4% | $5,444+9.1% | $4,876+21.8% |
| Participant deferral / active EE | $16,248 | $7,270+123.5% | $6,568+147.4% | $5,439+198.7% |
| Admin fee / account holder | $44 | $13,799-99.7% | $11,282-99.6% | $10,886-99.6% |