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 | $19,875 | $62,928-68.4% | $172,753-88.5% | $67,582-70.6% |
| Participation rate | 83.0% | 64.5%+18.5pp | 82.6%+0.4pp | 71.3%+11.7pp |
| Annual return | 22.00% | 30.36%-8.4pp | 803.00%-781.0pp | 378.57%-356.6pp |
| Employer contribution / active EE | $873 | $1,636-46.7% | $5,144-83.0% | $2,148-59.4% |
| Participant deferral / active EE | $2,900 | $2,145+35.2% | $5,198-44.2% | $3,539-18.1% |
| Admin fee / account holder | $6 | $167-96.6% | $13,956-100.0% | $142-96.1% |