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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $752,950 | $101,591+641.2% | $147,096+411.9% | $74,429+911.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.54% | 8746.45%-8730.9pp | 419.75%-404.2pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $18,813 | $3,813+393.4% | $4,936+281.1% | $2,625+616.7% |
| Participant deferral / active EE | $13,961 | $7,302+91.2% | $8,071+73.0% | $4,348+221.1% |
| Admin fee / account holder | $2 | $1,750-99.9% | $13,005-100.0% | $1,944-99.9% |