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 | $27,805 | $52,467-47.0% | $57,196-51.4% | $55,167-49.6% |
| Participation rate | 97.1% | 75.8%+21.3pp | 75.3%+21.8pp | 69.0%+28.2pp |
| Annual return | 5.51% | 7.72%-2.2pp | 14.59%-9.1pp | 169.23%-163.7pp |
| Employer contribution / active EE | $2,542 | $2,477+2.6% | $2,683-5.2% | $1,963+29.5% |
| Participant deferral / active EE | $1,869 | $2,830-34.0% | $3,096-39.6% | $3,054-38.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |