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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,465 | $52,467-13.3% | $57,196-20.5% | $55,167-17.6% |
| Participation rate | 96.9% | 75.8%+21.1pp | 75.3%+21.6pp | 69.0%+27.9pp |
| Annual return | 2.16% | 7.72%-5.6pp | 14.59%-12.4pp | 169.23%-167.1pp |
| Employer contribution / active EE | $1,383 | $2,477-44.2% | $2,683-48.5% | $1,963-29.6% |
| Participant deferral / active EE | $1,377 | $2,830-51.4% | $3,096-55.5% | $3,054-54.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |