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 | $27,988 | $46,173-39.4% | $170,435-83.6% | $69,631-59.8% |
| Participation rate | 89.2% | 63.9%+25.3pp | 83.6%+5.6pp | 70.7%+18.5pp |
| Annual return | 20.20% | 21.62%-1.4pp | 205.94%-185.7pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $2,178 | $1,610+35.3% | $5,432-59.9% | $2,032+7.2% |
| Participant deferral / active EE | $3,967 | $2,080+90.7% | $4,939-19.7% | $3,224+23.1% |
| Admin fee / account holder | $155 | $116+33.5% | $13,881-98.9% | $110+40.2% |