Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $77,970 | $61,356+27.1% | $149,696-47.9% | $71,511+9.0% |
| Participation rate | 71.3% | 62.5%+8.7pp | 78.8%-7.5pp | 67.9%+3.3pp |
| Annual return | 14.57% | 35.86%-21.3pp | 134.46%-119.9pp | 28.86%-14.3pp |
| Employer contribution / active EE | $4,277 | $2,382+79.6% | $4,821-11.3% | $2,589+65.2% |
| Participant deferral / active EE | $2,906 | $2,920-0.5% | $5,682-48.9% | $4,291-32.3% |
| Admin fee / account holder | $87 | $1,263-93.1% | $13,212-99.3% | $1,588-94.5% |