Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $50,173 | $55,472-9.6% | $155,567-67.7% | $74,546-32.7% |
| Participation rate | 87.4% | 61.9%+25.5pp | 78.2%+9.2pp | 67.2%+20.2pp |
| Annual return | 11.12% | 268.72%-257.6pp | 64.74%-53.6pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $3,735 | $2,269+64.6% | $4,674-20.1% | $2,624+42.3% |
| Participant deferral / active EE | $4,461 | $2,838+57.2% | $5,628-20.7% | $4,347+2.6% |
| Admin fee / account holder | $132 | $1,743-92.4% | $15,916-99.2% | $1,944-93.2% |