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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).
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 | $2,857 | $47,977-94.0% | $154,108-98.1% | $56,289-94.9% |
| Participation rate | 92.0% | 66.2%+25.8pp | 83.0%+8.9pp | 69.9%+22.1pp |
| Annual return | -15.16% | 3.54%-18.7pp | 735.21%-750.4pp | -9.96%-5.2pp |
| Employer contribution / active EE | $561 | $2,169-74.1% | $5,298-89.4% | $2,111-73.4% |
| Participant deferral / active EE | $1,777 | $2,392-25.7% | $5,081-65.0% | $3,350-46.9% |
| Admin fee / account holder | $4 | $438-99.1% | $13,411-100.0% | $521-99.2% |