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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $7,240 | $64,909-88.8% | $82,312-91.2% | $62,293-88.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 43.09% | 21.18%+21.9pp | 25.88%+17.2pp | 28.90%+14.2pp |
| Employer contribution / active EE | $1,328 | $1,676-20.8% | $2,428-45.3% | $2,042-35.0% |
| Participant deferral / active EE | $1,881 | $3,103-39.4% | $3,706-49.2% | $3,169-40.6% |
| Admin fee / account holder | $2 | $440-99.4% | $5,608-100.0% | $479-99.5% |