Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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).
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 | $1,675 | $35,183-95.2% | $73,550-97.7% | $70,126-97.6% |
| Participation rate | 98.8% | 42.9%+55.9pp | 54.9%+43.9pp | 69.5%+29.3pp |
| Annual return | 36.71% | 26.90%+9.8pp | -15.16%+51.9pp | 73.15%-36.4pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,145 | $1,220-6.1% | $1,804-36.5% | $3,332-65.6% |
| Admin fee / account holder | $3 | $2,302-99.9% | $2,320-99.9% | $4,645-99.9% |