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 | $95,774 | $69,774+37.3% | $67,561+41.8% | $74,429+28.7% |
| Participation rate | 81.6% | 71.4%+10.2pp | 72.9%+8.7pp | 67.2%+14.4pp |
| Annual return | 12.26% | -40.53%+52.8pp | 3525.44%-3513.2pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,870 | $3,636-21.1% | $4,003-28.3% | $4,348-34.0% |
| Admin fee / account holder | $6 | $890-99.3% | $4,006-99.8% | $1,944-99.7% |