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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,411 | $65,084+40.5% | $67,681+35.1% | $64,340+42.1% |
| Participation rate | 82.3% | 66.7%+15.6pp | 73.7%+8.6pp | 55.2%+27.0pp |
| Annual return | 11.59% | 20.50%-8.9pp | 590.58%-579.0pp | 24.14%-12.6pp |
| Employer contribution / active EE | $4,297 | $2,398+79.1% | $2,678+60.4% | $1,862+130.8% |
| Participant deferral / active EE | $2,900 | $3,210-9.7% | $3,976-27.0% | $2,980-2.7% |
| Admin fee / account holder | $172 | $1,415-87.8% | $6,100-97.2% | $3,703-95.3% |