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 | $86,275 | $64,719+33.3% | $112,249-23.1% | $68,486+26.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.15% | -11.40%-4.8pp | 27.48%-43.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $11,257 | $2,747+309.8% | $3,636+209.6% | $2,597+333.5% |
| Participant deferral / active EE | $4,814 | $3,565+35.0% | $4,729+1.8% | $4,028+19.5% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,412-100.0% | $5,404-100.0% |