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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,103 | $65,084-50.7% | $67,681-52.6% | $64,340-50.1% |
| Participation rate | 96.0% | 66.7%+29.3pp | 73.7%+22.3pp | 55.2%+40.8pp |
| Annual return | 10.35% | 20.50%-10.2pp | 590.58%-580.2pp | 24.14%-13.8pp |
| Employer contribution / active EE | $901 | $2,398-62.4% | $2,678-66.4% | $1,862-51.6% |
| Participant deferral / active EE | $2,545 | $3,210-20.7% | $3,976-36.0% | $2,980-14.6% |
| Admin fee / account holder | $4 | $1,415-99.7% | $6,100-99.9% | $3,703-99.9% |