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 | $87,100 | $82,678+5.3% | $125,391-30.5% | $68,490+27.2% |
| Participation rate | 77.6% | 75.1%+2.5pp | 82.4%-4.8pp | 67.9%+9.7pp |
| Annual return | -17.31% | -5.97%-11.3pp | 572.41%-589.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,443 | $3,382-27.8% | $4,816-49.3% | $2,597-5.9% |
| Participant deferral / active EE | $6,742 | $6,111+10.3% | $7,448-9.5% | $4,028+67.4% |
| Admin fee / account holder | $19 | $6,277-99.7% | $10,009-99.8% | $5,403-99.7% |