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 | $52,478 | $43,338+21.1% | $59,887-12.4% | $64,173-18.2% |
| Participation rate | 73.1% | 69.2%+3.9pp | 74.7%-1.6pp | 69.6%+3.5pp |
| Annual return | -3.03% | -1.55%-1.5pp | 3.46%-6.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,968 | $2,030+46.2% | $2,722+9.0% | $2,381+24.7% |
| Participant deferral / active EE | $2,665 | $2,547+4.6% | $3,402-21.7% | $3,470-23.2% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |