Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,096 | $99,957-28.9% | $149,745-52.5% | $73,497-3.3% |
| Participation rate | 81.1% | 75.7%+5.4pp | 82.5%-1.4pp | 70.7%+10.4pp |
| Annual return | 31.29% | 53.87%-22.6pp | 276.72%-245.4pp | 28.51%+2.8pp |
| Employer contribution / active EE | $2,308 | $3,191-27.7% | $4,646-50.3% | $2,270+1.7% |
| Participant deferral / active EE | $4,783 | $6,073-21.2% | $6,843-30.1% | $3,740+27.9% |
| Admin fee / account holder | $12 | $551-97.8% | $9,312-99.9% | $513-97.6% |