Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,244 | $101,499-22.9% | $147,005-46.8% | $74,546+5.0% |
| Participation rate | 67.9% | 75.5%-7.6pp | 82.2%-14.3pp | 67.2%+0.7pp |
| Annual return | 15.56% | 8732.34%-8716.8pp | 418.76%-403.2pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $3,798 | $3,811-0.4% | $4,934-23.0% | $2,624+44.7% |
| Participant deferral / active EE | $9,063 | $7,304+24.1% | $8,070+12.3% | $4,347+108.5% |
| Admin fee / account holder | $566 | $1,748-67.6% | $13,006-95.7% | $1,944-70.9% |