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.
Annual investment return 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 | $90,640 | $52,467+72.8% | $57,196+58.5% | $55,167+64.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | -0.91% | 7.72%-8.6pp | 14.59%-15.5pp | 169.23%-170.1pp |
| Employer contribution / active EE | $1,940 | $2,477-21.7% | $2,683-27.7% | $1,963-1.2% |
| Participant deferral / active EE | $3,329 | $2,830+17.6% | $3,096+7.5% | $3,054+9.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |