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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $129,022 | $89,652+43.9% | $141,191-8.6% | $65,185+97.9% |
| Participation rate | 94.2% | 74.7%+19.4pp | 82.5%+11.7pp | 70.2%+24.0pp |
| Annual return | 21.99% | 32.79%-10.8pp | 71.41%-49.4pp | 29.38%-7.4pp |
| Employer contribution / active EE | $12,880 | $3,065+320.3% | $4,736+172.0% | $2,177+491.7% |
| Participant deferral / active EE | $13,964 | $5,691+145.4% | $6,710+108.1% | $3,514+297.4% |
| Admin fee / account holder | $6 | $569-98.9% | $10,264-99.9% | $847-99.3% |