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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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,999 | $65,376-74.0% | $87,104-80.5% | $65,185-73.9% |
| Participation rate | 86.8% | 75.3%+11.4pp | 76.9%+9.9pp | 70.2%+16.6pp |
| Annual return | 25.37% | 31.27%-5.9pp | 28.19%-2.8pp | 29.38%-4.0pp |
| Employer contribution / active EE | $1,295 | $1,822-28.9% | $2,521-48.6% | $2,177-40.5% |
| Participant deferral / active EE | $2,427 | $3,388-28.4% | $4,048-40.1% | $3,514-30.9% |
| Admin fee / account holder | $38 | $520-92.8% | $7,491-99.5% | $847-95.6% |