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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,910 | $91,559-35.7% | $133,971-56.0% | $79,852-26.2% |
| Participation rate | 94.0% | 73.3%+20.7pp | 79.8%+14.2pp | 69.6%+24.4pp |
| Annual return | 9.81% | 61.85%-52.0pp | 45.09%-35.3pp | 31.72%-21.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,671 | $3,734-28.5% | $5,047-47.1% | $3,740-28.6% |
| Admin fee / account holder | $327 | $6,321-94.8% | $8,929-96.3% | $5,306-93.8% |