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 | $51,421 | $80,753-36.3% | $136,298-62.3% | $62,293-17.5% |
| Participation rate | 76.9% | 73.5%+3.3pp | 81.9%-5.1pp | 69.5%+7.3pp |
| Annual return | 22.72% | 35.83%-13.1pp | 5156.27%-5133.5pp | 28.90%-6.2pp |
| Employer contribution / active EE | $1,210 | $2,884-58.0% | $4,696-74.2% | $2,042-40.7% |
| Participant deferral / active EE | $5,695 | $5,164+10.3% | $6,247-8.8% | $3,169+79.7% |
| Admin fee / account holder | $27 | $525-94.9% | $9,244-99.7% | $479-94.4% |