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 | $55,470-9.5% | $155,556-67.7% | $74,478-32.6% |
| Participation rate | 87.4% | 61.9%+25.5pp | 78.2%+9.2pp | 67.2%+20.2pp |
| Annual return | 11.12% | 269.80%-258.7pp | 64.84%-53.7pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $3,735 | $2,267+64.8% | $4,675-20.1% | $2,626+42.2% |
| Participant deferral / active EE | $4,461 | $2,838+57.2% | $5,631-20.8% | $4,350+2.5% |
| Admin fee / account holder | $132 | $1,744-92.4% | $15,885-99.2% | $1,946-93.2% |