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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $48,654 | $65,322-25.5% | $70,494-31.0% | $73,497-33.8% |
| Participation rate | 70.9% | 77.0%-6.1pp | 75.1%-4.2pp | 70.7%+0.2pp |
| Annual return | 7.11% | 15.71%-8.6pp | 109.16%-102.0pp | 28.51%-21.4pp |
| Employer contribution / active EE | $2,545 | $2,460+3.4% | $2,738-7.1% | $2,270+12.1% |
| Participant deferral / active EE | $3,627 | $3,375+7.5% | $3,711-2.2% | $3,740-3.0% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |