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 | $49,083 | $45,050+9.0% | $63,018-22.1% | $70,126-30.0% |
| Participation rate | 95.2% | 69.5%+25.7pp | 74.8%+20.4pp | 69.5%+25.7pp |
| Annual return | 13.07% | 18.76%-5.7pp | 87.62%-74.5pp | 73.15%-60.1pp |
| Employer contribution / active EE | $2,465 | $2,052+20.1% | $2,761-10.7% | $2,343+5.2% |
| Participant deferral / active EE | $5,219 | $2,466+111.7% | $3,330+56.7% | $3,332+56.6% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |