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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $14,289 | $47,977-70.2% | $154,108-90.7% | $56,289-74.6% |
| Participation rate | 97.1% | 66.2%+30.9pp | 83.0%+14.0pp | 69.9%+27.2pp |
| Annual return | -4.39% | 3.54%-7.9pp | 735.21%-739.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $590 | $2,169-72.8% | $5,298-88.9% | $2,111-72.0% |
| Participant deferral / active EE | $3,826 | $2,392+60.0% | $5,081-24.7% | $3,350+14.2% |
| Admin fee / account holder | $16 | $438-96.4% | $13,411-99.9% | $521-97.0% |