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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 | $4,278 | $46,732-90.8% | $156,551-97.3% | $55,167-92.2% |
| Participation rate | 81.2% | 65.8%+15.4pp | 84.0%-2.8pp | 69.0%+12.2pp |
| Annual return | 12.46% | 17.72%-5.3pp | 32.23%-19.8pp | 169.23%-156.8pp |
| Employer contribution / active EE | $353 | $2,105-83.2% | $5,501-93.6% | $1,963-82.0% |
| Participant deferral / active EE | $1,146 | $2,204-48.0% | $4,871-76.5% | $3,054-62.5% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |