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 | $86,754 | $45,082+92.4% | $69,464+24.9% | $72,975+18.9% |
| Participation rate | 92.8% | 68.5%+24.3pp | 74.6%+18.2pp | 69.5%+23.3pp |
| Annual return | 20.37% | 22.66%-2.3pp | 28.98%-8.6pp | 81.01%-60.6pp |
| Employer contribution / active EE | $2,381 | $2,055+15.8% | $2,779-14.3% | $2,440-2.4% |
| Participant deferral / active EE | $5,910 | $2,604+127.0% | $3,536+67.1% | $3,608+63.8% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |