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 | $119,919 | $64,705+85.3% | $62,929+90.6% | $67,986+76.4% |
| Participation rate | 93.3% | 65.6%+27.7pp | 73.1%+20.2pp | 57.2%+36.1pp |
| Annual return | 13.46% | 20.31%-6.8pp | 1063.93%-1050.5pp | 31.67%-18.2pp |
| Employer contribution / active EE | $844 | $2,376-64.5% | $2,505-66.3% | $2,019-58.2% |
| Participant deferral / active EE | $1,369 | $3,198-57.2% | $3,888-64.8% | $3,358-59.2% |
| Admin fee / account holder | $502 | $1,428-64.8% | $5,065-90.1% | $3,203-84.3% |