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 | $42,850 | $51,604-17.0% | $129,295-66.9% | $80,874-47.0% |
| Participation rate | 98.4% | 57.0%+41.4pp | 69.6%+28.8pp | 67.6%+30.8pp |
| Annual return | 13.63% | 20.76%-7.1pp | 9429.28%-9415.6pp | 35.62%-22.0pp |
| Employer contribution / active EE | $5,044 | $1,585+218.3% | $4,157+21.3% | $2,756+83.0% |
| Participant deferral / active EE | $5,850 | $2,670+119.1% | $4,169+40.3% | $4,297+36.1% |
| Admin fee / account holder | $23 | $4,310-99.5% | $7,665-99.7% | $6,935-99.7% |