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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).
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 | $4,886 | $55,453-91.2% | $170,435-97.1% | $62,293-92.2% |
| Participation rate | 74.2% | 66.4%+7.9pp | 83.6%-9.4pp | 69.5%+4.7pp |
| Annual return | 0.00% | 21.38%-21.4pp | 205.94%-205.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $2,160 | $2,164-0.2% | $5,432-60.2% | $2,042+5.8% |
| Participant deferral / active EE | $1,526 | $2,303-33.7% | $4,939-69.1% | $3,169-51.8% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |