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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 | $15,383 | $55,002-72.0% | $59,887-74.3% | $56,287-72.7% |
| Participation rate | 98.2% | 75.9%+22.2pp | 74.7%+23.5pp | 69.9%+28.3pp |
| Annual return | 8.33% | 1.13%+7.2pp | 3.46%+4.9pp | -9.96%+18.3pp |
| Employer contribution / active EE | $1,099 | $2,448-55.1% | $2,722-59.6% | $2,111-47.9% |
| Participant deferral / active EE | $1,220 | $3,121-60.9% | $3,402-64.2% | $3,350-63.6% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |