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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,963 | $89,370-60.9% | $141,197-75.2% | $72,976-52.1% |
| Participation rate | 97.1% | 75.1%+21.9pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 23.45% | 111.88%-88.4pp | 71.41%-48.0pp | 81.02%-57.6pp |
| Employer contribution / active EE | $452 | $3,115-85.5% | $4,736-90.5% | $2,440-81.5% |
| Participant deferral / active EE | $3,772 | $5,419-30.4% | $6,710-43.8% | $3,608+4.6% |
| Admin fee / account holder | $34 | $5,957-99.4% | $10,265-99.7% | $5,124-99.3% |