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 | $102,155 | $81,494+25.4% | $133,978-23.8% | $73,497+39.0% |
| Participation rate | 80.7% | 76.4%+4.4pp | 79.8%+0.9pp | 70.7%+10.1pp |
| Annual return | 16.86% | 19.40%-2.5pp | 45.10%-28.2pp | 28.51%-11.7pp |
| Employer contribution / active EE | $3,532 | $2,210+59.9% | $3,919-9.9% | $2,270+55.6% |
| Participant deferral / active EE | $4,000 | $3,787+5.6% | $5,047-20.7% | $3,740+7.0% |
| Admin fee / account holder | $296 | $713-58.5% | $8,930-96.7% | $513-42.3% |