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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 | $55,470-63.2% | $155,556-86.9% | $74,478-72.6% |
| Participation rate | 77.8% | 61.9%+15.9pp | 78.2%-0.4pp | 67.2%+10.6pp |
| Annual return | 12.59% | 269.80%-257.2pp | 64.84%-52.2pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $1,726 | $2,267-23.8% | $4,675-63.1% | $2,626-34.3% |
| Participant deferral / active EE | $2,829 | $2,838-0.3% | $5,631-49.8% | $4,350-35.0% |
| Admin fee / account holder | $29 | $1,744-98.3% | $15,885-99.8% | $1,946-98.5% |