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 | $82,156 | $65,084+26.2% | $67,681+21.4% | $64,340+27.7% |
| Participation rate | 93.9% | 66.7%+27.2pp | 73.7%+20.2pp | 55.2%+38.7pp |
| Annual return | 26.91% | 20.50%+6.4pp | 590.58%-563.7pp | 24.14%+2.8pp |
| Employer contribution / active EE | $8,531 | $2,398+255.7% | $2,678+218.5% | $1,862+358.2% |
| Participant deferral / active EE | $9,860 | $3,210+207.1% | $3,976+148.0% | $2,980+230.8% |
| Admin fee / account holder | $202 | $1,415-85.7% | $6,100-96.7% | $3,703-94.5% |