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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,253 | $44,714-63.7% | $91,225-82.2% | $66,938-75.7% |
| Participation rate | 77.1% | 65.0%+12.1pp | 73.2%+3.9pp | 69.8%+7.3pp |
| Annual return | -14.18% | -12.25%-1.9pp | 114.12%-128.3pp | 1.58%-15.8pp |
| Employer contribution / active EE | $0 | $1,710-100.0% | $2,851-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $8,176 | $3,355+143.7% | $4,233+93.1% | $4,238+92.9% |
| Admin fee / account holder | $12 | $521-97.8% | $5,422-99.8% | $594-98.1% |