Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,702 | $100,801-30.9% | $149,745-53.5% | $73,412-5.1% |
| Participation rate | 97.5% | 77.7%+19.8pp | 82.5%+15.0pp | 72.2%+25.3pp |
| Annual return | 22.90% | 265.34%-242.4pp | 276.72%-253.8pp | 59.30%-36.4pp |
| Employer contribution / active EE | $7,279 | $3,312+119.8% | $4,646+56.7% | $2,234+225.9% |
| Participant deferral / active EE | $10,112 | $6,404+57.9% | $6,843+47.8% | $3,806+165.7% |
| Admin fee / account holder | $2 | $181-99.0% | $9,312-100.0% | $158-98.8% |