Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $34,507 | $56,638-39.1% | $169,385-79.6% | $74,440-53.6% |
| Participation rate | 93.2% | 67.5%+25.7pp | 77.2%+16.1pp | 70.7%+22.5pp |
| Annual return | 21.70% | 24.75%-3.1pp | 405.82%-384.1pp | 34.37%-12.7pp |
| Employer contribution / active EE | $0 | $2,027-100.0% | $4,012-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $12,798 | $4,223+203.1% | $6,221+105.7% | $4,529+182.6% |
| Admin fee / account holder | $0 | $307-100.0% | $9,011-100.0% | $348-100.0% |