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 | $62,366 | $101,539-38.6% | $147,041-57.6% | $74,400-16.2% |
| Participation rate | 89.3% | 75.5%+13.8pp | 82.2%+7.1pp | 67.2%+22.1pp |
| Annual return | 16.24% | 8740.84%-8724.6pp | 419.21%-403.0pp | 1367.51%-1351.3pp |
| Employer contribution / active EE | $4,301 | $3,811+12.8% | $4,935-12.9% | $2,624+63.9% |
| Participant deferral / active EE | $8,758 | $7,304+19.9% | $8,071+8.5% | $4,348+101.4% |
| Admin fee / account holder | $41 | $1,749-97.7% | $13,006-99.7% | $1,944-97.9% |