Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $79,804 | $73,459+8.6% | $178,528-55.3% | $74,429+7.2% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 16.49% | 17.50%-1.0pp | 27.11%-10.6pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $3,422 | $2,219+54.2% | $3,950-13.4% | $2,625+30.4% |
| Participant deferral / active EE | $7,376 | $4,515+63.4% | $6,278+17.5% | $4,348+69.6% |
| Admin fee / account holder | $271 | $1,812-85.1% | $10,419-97.4% | $1,944-86.1% |