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 | $36,308 | $39,132-7.2% | $57,196-36.5% | $62,881-42.3% |
| Participation rate | 70.8% | 70.5%+0.3pp | 75.3%-4.6pp | 69.3%+1.5pp |
| Annual return | 6.83% | 9.24%-2.4pp | 14.59%-7.8pp | 20.14%-13.3pp |
| Employer contribution / active EE | $384 | $1,874-79.5% | $2,683-85.7% | $2,281-83.2% |
| Participant deferral / active EE | $1,405 | $2,374-40.8% | $3,096-54.6% | $3,203-56.1% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |