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 | $132,758 | $86,940+52.7% | $102,434+29.6% | $80,935+64.0% |
| Participation rate | 93.1% | 72.4%+20.7pp | 76.5%+16.5pp | 67.7%+25.4pp |
| Annual return | 15.56% | 18.89%-3.3pp | 29.46%-13.9pp | 35.66%-20.1pp |
| Employer contribution / active EE | $2,967 | $2,370+25.2% | $3,023-1.9% | $2,757+7.6% |
| Participant deferral / active EE | $4,926 | $4,121+19.5% | $5,055-2.6% | $4,299+14.6% |
| Admin fee / account holder | $15 | $8,047-99.8% | $9,462-99.8% | $6,924-99.8% |