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 | $59,455 | $65,582-9.3% | $64,097-7.2% | $71,529-16.9% |
| Participation rate | 91.7% | 73.2%+18.5pp | 72.3%+19.3pp | 67.9%+23.7pp |
| Annual return | 15.54% | 18.96%-3.4pp | 33.75%-18.2pp | 28.97%-13.4pp |
| Employer contribution / active EE | $3,227 | $2,671+20.8% | $2,750+17.3% | $2,590+24.6% |
| Participant deferral / active EE | $2,873 | $3,628-20.8% | $3,881-26.0% | $4,291-33.1% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |