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 | $32,357 | $43,344-25.3% | $59,899-46.0% | $64,173-49.6% |
| Participation rate | 70.2% | 69.2%+1.1pp | 74.7%-4.5pp | 69.6%+0.6pp |
| Annual return | -3.05% | -1.55%-1.5pp | 3.46%-6.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,969 | $2,030-3.0% | $2,723-27.7% | $2,381-17.3% |
| Participant deferral / active EE | $3,212 | $2,547+26.1% | $3,402-5.6% | $3,470-7.4% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |