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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).
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 | $9,471 | $61,660-84.6% | $80,022-88.2% | $64,173-85.2% |
| Participation rate | 85.2% | 71.7%+13.5pp | 75.8%+9.4pp | 69.6%+15.7pp |
| Annual return | -4.41% | -0.33%-4.1pp | 11.22%-15.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,566 | $1,810-13.5% | $2,468-36.6% | $2,381-34.2% |
| Participant deferral / active EE | $2,248 | $2,968-24.2% | $3,686-39.0% | $3,470-35.2% |
| Admin fee / account holder | $4 | $5,417-99.9% | $6,521-99.9% | $4,887-99.9% |