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 | $91,378 | $61,214+49.3% | $83,327+9.7% | $56,289+62.3% |
| Participation rate | 98.2% | 72.6%+25.6pp | 77.8%+20.4pp | 69.9%+28.3pp |
| Annual return | 55.25% | 0.42%+54.8pp | 10.64%+44.6pp | -9.96%+65.2pp |
| Employer contribution / active EE | $7,486 | $1,925+288.8% | $3,379+121.6% | $2,111+254.6% |
| Participant deferral / active EE | $6,794 | $5,091+33.4% | $5,565+22.1% | $3,350+102.8% |
| Admin fee / account holder | $0 | $512-100.0% | $7,540-100.0% | $521-100.0% |