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.
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 | $22,035 | $57,435-61.6% | $105,218-79.1% | $55,191-60.1% |
| Participation rate | 100.0% | 71.3%+28.7pp | 77.2%+22.8pp | 69.2%+30.8pp |
| Annual return | -3.39% | 2.97%-6.4pp | 5.33%-8.7pp | 10.78%-14.2pp |
| Employer contribution / active EE | $2,498 | $1,920+30.2% | $3,255-23.3% | $1,899+31.6% |
| Participant deferral / active EE | $3,277 | $3,495-6.2% | $4,867-32.7% | $3,046+7.6% |
| Admin fee / account holder | $87 | $70+23.1% | $6,992-98.8% | $91-4.6% |