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.
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,194 | $69,774-22.3% | $67,561-19.8% | $74,429-27.2% |
| Participation rate | 96.3% | 71.4%+24.9pp | 72.9%+23.4pp | 67.2%+29.1pp |
| Annual return | 16.32% | -40.53%+56.8pp | 3525.44%-3509.1pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $3,649 | $2,710+34.6% | $2,735+33.4% | $2,625+39.0% |
| Participant deferral / active EE | $812 | $3,636-77.7% | $4,003-79.7% | $4,348-81.3% |
| Admin fee / account holder | $0 | $890-100.0% | $4,006-100.0% | $1,944-100.0% |