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.
Participant 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 | $37,196 | $74,552-50.1% | $63,018-41.0% | $69,631-46.6% |
| Participation rate | 96.7% | 78.3%+18.4pp | 74.8%+21.9pp | 70.7%+26.0pp |
| Annual return | 14.33% | 15.77%-1.4pp | 87.62%-73.3pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $1,743 | $2,929-40.5% | $2,761-36.8% | $2,032-14.2% |
| Participant deferral / active EE | $1,089 | $2,974-63.4% | $3,330-67.3% | $3,224-66.2% |
| Admin fee / account holder | $9 | $59-85.1% | $3,601-99.8% | $110-92.0% |