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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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,189 | $66,319-10.8% | $93,621-36.8% | $65,186-9.2% |
| Participation rate | 98.1% | 74.0%+24.1pp | 75.8%+22.2pp | 70.2%+27.9pp |
| Annual return | 20.11% | 42.59%-22.5pp | 32.76%-12.7pp | 29.39%-9.3pp |
| Employer contribution / active EE | $901 | $2,013-55.2% | $2,719-66.9% | $2,177-58.6% |
| Participant deferral / active EE | $3,453 | $3,343+3.3% | $4,070-15.2% | $3,514-1.7% |
| Admin fee / account holder | $346 | $6,900-95.0% | $7,890-95.6% | $847-59.1% |