Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,347 | $45,119-48.3% | $85,126-72.6% | $74,429-68.6% |
| Participation rate | 95.7% | 49.4%+46.4pp | 67.5%+28.2pp | 67.2%+28.5pp |
| Annual return | 15.33% | 26.28%-10.9pp | 66.63%-51.3pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $2,717 | $1,460+86.1% | $2,731-0.5% | $2,625+3.5% |
| Participant deferral / active EE | $5,577 | $2,738+103.7% | $4,523+23.3% | $4,348+28.3% |
| Admin fee / account holder | $16 | $2,214-99.3% | $6,160-99.7% | $1,944-99.2% |