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 | $2,183 | $46,332-95.3% | $143,799-98.5% | $64,819-96.6% |
| Participation rate | 94.0% | 64.2%+29.7pp | 80.3%+13.7pp | 71.5%+22.5pp |
| Annual return | -15.53% | -10.05%-5.5pp | -0.04%-15.5pp | 32.84%-48.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,460 | $2,647-44.9% | $5,638-74.1% | $4,311-66.1% |
| Admin fee / account holder | $20 | $154-86.8% | $14,677-99.9% | $188-89.2% |