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 | $39,100 | $59,332-34.1% | $90,223-56.7% | $59,633-34.4% |
| Participation rate | 96.5% | 71.9%+24.6pp | 79.0%+17.5pp | 68.7%+27.8pp |
| Annual return | -1.51% | 3.25%-4.8pp | 1.31%-2.8pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $2,121 | $3,031-30.0% | $4,378-51.6% | $2,203-3.7% |
| Participant deferral / active EE | $4,480 | $4,369+2.5% | $5,792-22.6% | $3,192+40.4% |
| Admin fee / account holder | $170 | $5,032-96.6% | $7,406-97.7% | $4,297-96.0% |