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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,647 | $53,837-18.9% | $75,714-42.4% | $85,847-49.2% |
| Participation rate | 94.9% | 69.1%+25.8pp | 74.8%+20.0pp | 69.3%+25.6pp |
| Annual return | 21.46% | 24.54%-3.1pp | 104.62%-83.2pp | 318.61%-297.1pp |
| Employer contribution / active EE | $8,084 | $2,017+300.7% | $2,744+194.6% | $2,565+215.1% |
| Participant deferral / active EE | $17,520 | $2,895+505.1% | $3,820+358.6% | $3,952+343.3% |
| Admin fee / account holder | $26 | $3,339-99.2% | $3,619-99.3% | $6,261-99.6% |