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.)
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 | $205,907 | $46,360+344.1% | $147,617+39.5% | $52,331+293.5% |
| Participation rate | 93.1% | 64.9%+28.1pp | 84.6%+8.4pp | 68.1%+25.0pp |
| Annual return | -3.09% | 1.62%-4.7pp | 61.98%-65.1pp | 4.54%-7.6pp |
| Employer contribution / active EE | $9,775 | $2,126+359.7% | $5,564+75.7% | $1,882+419.5% |
| Participant deferral / active EE | $3,116 | $2,258+38.0% | $4,895-36.4% | $3,022+3.1% |
| Admin fee / account holder | $562 | $766-26.6% | $11,612-95.2% | $592-5.0% |