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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,313 | $101,591+143.4% | $147,096+68.1% | $74,429+232.3% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 13.92% | 8746.45%-8732.5pp | 419.75%-405.8pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $15,652 | $3,813+310.5% | $4,936+217.1% | $2,625+496.3% |
| Participant deferral / active EE | $9,524 | $7,302+30.4% | $8,071+18.0% | $4,348+119.0% |
| Admin fee / account holder | $604 | $1,750-65.5% | $13,005-95.4% | $1,944-68.9% |