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).
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 | $5,372 | $46,732-88.5% | $156,551-96.6% | $55,167-90.3% |
| Participation rate | 97.5% | 65.8%+31.7pp | 84.0%+13.5pp | 69.0%+28.5pp |
| Annual return | 7.26% | 17.72%-10.5pp | 32.23%-25.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $579 | $2,105-72.5% | $5,501-89.5% | $1,963-70.5% |
| Participant deferral / active EE | $1,172 | $2,204-46.8% | $4,871-75.9% | $3,054-61.6% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |