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.
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 | $24,834 | $42,909-42.1% | $60,906-59.2% | $68,486-63.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.00% | -13.99%-2.0pp | 16.94%-32.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $2,642 | $1,979+33.5% | $2,703-2.3% | $2,597+1.7% |
| Participant deferral / active EE | $2,606 | $2,866-9.1% | $3,814-31.7% | $4,028-35.3% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |