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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,405 | $55,446-63.2% | $155,574-86.9% | $74,429-72.6% |
| Participation rate | 77.8% | 61.9%+15.9pp | 78.2%-0.4pp | 67.2%+10.6pp |
| Annual return | 12.59% | 269.20%-256.6pp | 64.87%-52.3pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $1,726 | $2,266-23.8% | $4,676-63.1% | $2,625-34.2% |
| Participant deferral / active EE | $2,829 | $2,836-0.3% | $5,629-49.7% | $4,348-34.9% |
| Admin fee / account holder | $29 | $1,743-98.3% | $15,914-99.8% | $1,944-98.5% |