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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,987 | $52,467-12.4% | $57,196-19.6% | $55,167-16.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 0.75% | 7.72%-7.0pp | 14.59%-13.8pp | 169.23%-168.5pp |
| Employer contribution / active EE | $3,567 | $2,477+44.0% | $2,683+33.0% | $1,963+81.8% |
| Participant deferral / active EE | $4,073 | $2,830+43.9% | $3,096+31.6% | $3,054+33.4% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |