Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $80,618 | $48,314+66.9% | $67,561+19.3% | $80,925-0.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 16.54% | 18.28%-1.7pp | 3525.44%-3508.9pp | 35.65%-19.1pp |
| Employer contribution / active EE | $12,219 | $2,022+504.4% | $2,735+346.8% | $2,756+343.3% |
| Participant deferral / active EE | $9,999 | $2,927+241.7% | $4,003+149.8% | $4,299+132.6% |
| Admin fee / account holder | $9 | $3,690-99.8% | $4,006-99.8% | $6,940-99.9% |