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.
Annual investment return 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 | $105,143 | $65,582+60.3% | $64,097+64.0% | $71,529+47.0% |
| Participation rate | 97.8% | 73.2%+24.6pp | 72.3%+25.4pp | 67.9%+29.8pp |
| Annual return | 11.12% | 18.96%-7.8pp | 33.75%-22.6pp | 28.97%-17.8pp |
| Employer contribution / active EE | $3,009 | $2,671+12.7% | $2,750+9.4% | $2,590+16.2% |
| Participant deferral / active EE | $4,145 | $3,628+14.3% | $3,881+6.8% | $4,291-3.4% |
| Admin fee / account holder | $149 | $616-75.9% | $3,070-95.2% | $1,588-90.6% |