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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,027 | $45,087-51.1% | $69,483-68.3% | $72,976-69.8% |
| Participation rate | 98.5% | 68.5%+30.0pp | 74.6%+23.9pp | 69.5%+29.0pp |
| Annual return | 5.21% | 22.67%-17.5pp | 28.99%-23.8pp | 81.02%-75.8pp |
| Employer contribution / active EE | $2,261 | $2,055+10.0% | $2,780-18.7% | $2,440-7.3% |
| Participant deferral / active EE | $1,644 | $2,603-36.9% | $3,537-53.5% | $3,608-54.4% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |