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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,330 | $32,425-74.3% | $74,583-88.8% | $55,167-84.9% |
| Participation rate | 88.2% | 54.0%+34.1pp | 68.1%+20.0pp | 69.0%+19.2pp |
| Annual return | 60.05% | 10.63%+49.4pp | 20.47%+39.6pp | 169.23%-109.2pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,541 | $1,995+127.6% | $3,458+31.3% | $3,054+48.7% |
| Admin fee / account holder | $32 | $748-95.7% | $4,138-99.2% | $504-93.6% |