Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,780 | $55,437-71.5% | $155,534-89.9% | $74,459-78.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 16.38% | 269.58%-253.2pp | 64.92%-48.5pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $2,258 | $2,266-0.4% | $4,675-51.7% | $2,626-14.0% |
| Participant deferral / active EE | $6,840 | $2,837+141.1% | $5,630+21.5% | $4,350+57.3% |
| Admin fee / account holder | $59 | $1,742-96.6% | $15,900-99.6% | $1,945-97.0% |