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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,122 | $73,955-64.7% | $96,520-72.9% | $75,181-65.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 9.18% | 26.72%-17.5pp | 35.72%-26.5pp | 160.69%-151.5pp |
| Employer contribution / active EE | $4,862 | $2,930+66.0% | $3,739+30.1% | $2,671+82.1% |
| Participant deferral / active EE | $4,144 | $3,659+13.2% | $4,879-15.1% | $4,126+0.4% |
| Admin fee / account holder | $97 | $5,217-98.1% | $6,733-98.6% | $5,650-98.3% |