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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,725 | $71,957+31.6% | $67,652+40.0% | $59,188+60.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 75.7%+7.6pp | 69.4%+13.9pp |
| Annual return | 1.87% | 8.53%-6.7pp | 6625.40%-6623.5pp | 5.51%-3.6pp |
| Employer contribution / active EE | $2,063 | $2,432-15.2% | $2,266-9.0% | $2,098-1.7% |
| Participant deferral / active EE | $4,230 | $4,211+0.4% | $3,560+18.8% | $3,265+29.6% |
| Admin fee / account holder | -$74 | $64-215.6% | $4,821-101.5% | $92-180.4% |