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 | $50,934 | $49,249+3.4% | $70,476-27.7% | $79,852-36.2% |
| Participation rate | 98.8% | 69.2%+29.7pp | 75.1%+23.8pp | 69.6%+29.2pp |
| Annual return | 6.21% | 30.09%-23.9pp | 109.12%-102.9pp | 31.72%-25.5pp |
| Employer contribution / active EE | $1,869 | $2,100-11.0% | $2,738-31.7% | $2,471-24.3% |
| Participant deferral / active EE | $2,796 | $2,769+1.0% | $3,710-24.6% | $3,740-25.2% |
| Admin fee / account holder | $1 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |