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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,152 | $43,344-7.4% | $59,899-33.0% | $64,173-37.4% |
| Participation rate | 93.3% | 69.2%+24.2pp | 74.7%+18.6pp | 69.6%+23.8pp |
| Annual return | -2.41% | -1.55%-0.9pp | 3.46%-5.9pp | 7.63%-10.0pp |
| Employer contribution / active EE | $707 | $2,030-65.1% | $2,723-74.0% | $2,381-70.3% |
| Participant deferral / active EE | $707 | $2,547-72.2% | $3,402-79.2% | $3,470-79.6% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |